Protecting You and Your Family

With greater affluence comes increased exposure to potential liabilities and unique opportunities for stewardship of your wealth. Fortunately, expert planning and implementation of Risk Management and Insurance strategies can significantly reduce your exposure and give you greater peace of mind.

To protect your family and property from unexpected circumstances, Shoreline Wealth & Investment Management works with Risk Management & Insurance advisors to:

• Proactively manage risk associated with your property and possessions

• Analyze existing insurance coverage and expectations

• Identify insurance solutions consistent with your objectives

• Deliver creative ideas using insurance to optimize your long-term goals

• Coordinate outside resources to deliver unbiased institutional products

Our Risk Management & Insurance advisors will work with you to develop an effective and comprehensive plan to take care of your family and property

Specific Insurance Planning Information & Strategies
If you have additional interest, please click on one of the following underlined links: 1) Personal Insurance; 2) Auto Insurance; 3) Disability Insurance; 4) Health Insurance; 5) Homeowner’s Insurance; 6) Life Insurance; 7) Long-Term Care Insurance; 8) Business Insurance; 9) Business Continuation Insurance; 10) Business Group Insurance; and 11) Business Key Person Insurance for more detailed information about each option.

Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.

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 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 view a specific link or in the left margin of each page to explore a specific wealth management topic.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

All photos courtesy of Shoreline Summit Photography