| The
Four Pillars of Sound Financial Planning and Wealth
Management
Shoreline Wealth and Investment Management helps to facilitate and coordinate
the four pillars of sound weatlth management including:
Estate
Planning (personal, business and philanthropic)
Investment Planning (personal, retirement
and philantropic)
Tax Planning (personal, business and philanthropic)
Insurance Planning (personal and business)
Taking
Care of Your Everyday Details
Increased wealth often drives increased complexity in lifestyle and the day-to-day
management of income and expenses. Maintaining good financial records is also
a requirement if you want true visibility into your financial affairs. Our Expense
Management & Financial Reporting Services advisers can assist with the management
this time-consuming yet important work for you. As a result, you spend less time
managing your expenditures, and have an accurate, comprehensive view of cash
coming in and funds going out of your accounts. Shoreline Wealth and Investment
Management advisers will:
 Manage
daily financial transactions, including deposits and
expenditures
Monitor
your financial records, such as bank and credit card
statements
Categorize
and keep track of expenses, such as charitable deductions
or business expenses
Analyze
your investment transactions and statements
Plus, key information is provided online for your review and approval. In our Expense Management Center, you may:
Track
and approve bill payments
Search
bill history for past payments
View
actual bill images and categorized reports
For
more information:
If you'd like more information about how diversified investment advisors can
help you achieve your financial objectives through personalized wealth or retirement
and risk management strategies, please contact us. We welcome the opportunity
to discuss your unique needs and how we may best meet them.
This
page (formatted for versions 4.0 and higher of Netscape
or MSIE) is updated regularly so check in from time-to-time
to see new articles and updates. You can click on
any underlined words on each page to see a specific
wealth management topic in the left margin of each
page.
For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.
This page (formatted for versions 7.0 and higher
of Internet Explorer) is updated regularly so check in
from time-to-time to see new articles and updates.
You can click on any underlined words on each
page to see a specific wealth management topic in the
left margin of each page.
Charles M. Bloom, Registered Principal offers securities
and advisory services through Centaurus Financial, Inc. - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - Member FINRA and SIPC.
The information contained in this web site is neither an offer nor solicitation of any security or service.
|
