https://www.swimllc.com/home daily 1.0 2022-03-31 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609952714082-F5SMIC157LX7TCPQU4ZP/West+Falmouth+01.JPG Home - Choose Any or All of Our Services You will also have online access to much of the information and all of the advisors involved in the plan's design and implementation. In the end, Shoreline Wealth & Investment Management allows you to gain control of your wealth and saves you time to focus on those activities most important to you. https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609953510605-7MHTK3BL2QK7W6GYOB4U/Quissett+02.jpg Home - Seminars & Workshops In addition to our wealth management services, we also offer seminars and workshops to companies and organizations to enhance the experience of your attendees. We can customize the topics or time frames from one hour to one day to series of seminars or workshops. We work with you and for you to meet your goals and objectives. https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609954108949-CAUDIP1SKBB4MPHE0B1L/Santa+Cruz+Island+02.JPG Home - Seminar & Workshop Testimonials “Thank you for making your presentation very professional and honoring the non-commercial aspect of the seminar” - Delco Electronics “Very professional, comprehensive program” - AT&T Network Systems “Witty, entertaining, informative, thought provoking and stimulating” - Safeway Stores, Inc. “Outstanding program ... a role model to follow” - International Association of Financial Planners “Very professional and informative seminar” - Brown & Root, a Halliburton Company “Educational and of great interest. We hope you will come back and speak to our group again” - Associated General Contractors of California “A true professional and perfect role model. I’m proud to say it was our biggest turnout of the year” - University of California Alumni Association “Excellent. We were proud to have you speak before our group” - California Society of CPA’s https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609954396490-GBXE2JAM8W96SQISBTEL/Gaviota+02.jpg Home - Speakers with Experience, Professionalism & Integrity Benefit from knowing that the group of speakers from which to select have facilitated hundreds of company seminars, workshops and key-note speeches and have the depth of knowledge and credibility that can only come from years of experience. Collectively, members have bachelors, masters and/or doctorate degrees in: accounting, business, law, taxation and psychology. Members also have the following professional designations: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU), Registered Principal, Registered Investment Advisor (RIA) and Doctorate of Jurisprudence (JD). https://www.swimllc.com/investments daily 0.75 2021-01-12 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609965951885-LHMWAPKNOYI6M9PS7H9U/Quissett+03+-+6x1.jpg Investments https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609966163726-VUH04Z1Z2YUCRI3CWJ1O/Cuttyhunk+01+-+6x1.jpg Investments https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610490404417-E3F4TDE498DAKR496BB4/Pacific+Grove+02+-+6x1.jpg Investments https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031431845-FOI6O9DARFJTIGDDLT6K/Wellfleet+04+-+6x1.jpg Investments https://www.swimllc.com/contact-us daily 0.75 2022-04-11 https://www.swimllc.com/about-us daily 0.75 2021-01-14 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610226400226-ZPVLZB7SG6OUS8KPM7DH/Quissett+03+-+6x1.jpg About Us https://www.swimllc.com/financial-planning daily 0.75 2021-01-12 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031616617-H2GKOAH4R1WORA6ZYT0T/Wellfleet+04+-+6x1.jpg Financial Planning https://www.swimllc.com/workshops-1 daily 0.75 2021-01-12 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609966163726-VUH04Z1Z2YUCRI3CWJ1O/Cuttyhunk+01+-+6x1.jpg Workshops https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031543637-NJ6Z9542ZYIDVDR4FPJV/Wellfleet+04+-+6x1.jpg Workshops https://www.swimllc.com/tax-planning daily 0.75 2021-01-14 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610660473865-EAID8CFQSOYZM6F2A6DA/Pacific+Grove+02+-+6x1.jpg Tax Planning 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https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031776929-NUB2FYQ7ZP193JYOJVRK/Wellfleet+04+-+6x1.jpg Insurance Planning https://www.swimllc.com/retirement-planning daily 0.75 2021-01-15 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609965951885-LHMWAPKNOYI6M9PS7H9U/Quissett+03+-+6x1.jpg Retirement Planning https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610235552435-3Z6803U5FTCOQH42MKKG/Cuttyhunk+02+-+6x1.jpg Retirement Planning https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610235579799-8IP7HSHKFT2LSEXGDPO6/Gaviota+02+-+6x1.jpg Retirement Planning https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610484308871-6YQIWKCHYSGMMPA01OTG/Pacific+Grove+02+-+6x1.jpg Retirement Planning https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031825427-BWTQJ7KAQIYRHE7TC6UR/Wellfleet+04+-+6x1.jpg Retirement Planning 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https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031923481-RCILOW60SWBHSZH0BUJ4/Wellfleet+04+-+6x1.jpg Philanthropic Planning https://www.swimllc.com/investment-performance daily 0.75 2026-04-02 https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/fe19b125-bd46-4745-b2fa-ac54001a74ee/performance.png Performance https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1609965951885-LHMWAPKNOYI6M9PS7H9U/Quissett+03+-+6x1.jpg Performance https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610240248801-GN1FCV7W2I2U6IWV2TFV/portfolio+determination+1+5+x+1+5.png Performance for selecting the appropriate model portfolio, see above https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610652494814-PEUEZKXMHSFKOAMRLEGU/Pacific+Grove+02+-+6x1.jpg Performance https://images.squarespace-cdn.com/content/v1/5ff4c1af09bf5e3ec560c093/1610031431845-FOI6O9DARFJTIGDDLT6K/Wellfleet+04+-+6x1.jpg Performance 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