Shoreline Wealth and Investment Mangement  


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Insurance Planning


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.
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Shoreline's Competitive Edge
Whatever your need, there are many plans and competitive rates Shoreline Wealth and Investment Management can assist you in obtaining.

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 10.0 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. - 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.

 

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Email:    
  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com