You know saving for a comfortable future is important - but you've been procrastinating.
Stop waiting and get started with a comprehensive retirement income planning strategy today, with help from Bob at Wealth Planning by Bob Chitrathorn!
Bob's range of financial services includes advice on wealth management, Social Security benefits, tax planning, 401(k) plans, I.R.A's, and risk analyses.
Bob walks you through the process from start to finish and helps you set up a secure income strategy so you can have a comfortable future and potentially check off all the items on your bucket list!
Recent statistics from a November 2023 U.S.A. Facts report show that only 46% of households in the United States have any retirement savings, highlighting a gap in public knowledge and resources when it comes to establishing a financial planning strategy. With guidance from Bob Chitrathorn, you can start to save for your post-work era, no matter what stage you're currently at in your life or career.
Bob offers personalized wealth planning services tailored to each client. He helps with investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis.
To create a guided wealth portfolio for you, Bob combines his years of financial planning experience with robust technology and an automated investment strategy, offering an online platform that emphasizes convenience and transparency alongside customized advice.
Bob uses a collaborative, relationship-based approach in his planning advice, working closely with you to identify your personal goals and core values as part of developing a tailored road map for your future. He assesses your financial situation and then offers clear recommendations for investments and decisions that can lead to greater financial independence in your life.
Alongside retirement income planning and investment advice, Bob’s other financial services include a no-obligation risk analysis, insurance advice, college tuition planning, and student loan repayment options.
He has a B.S. in Finance and a B.S. in Real Estate from California State San Bernardino, where he graduated magna cum laude. Bob holds life, health, and long-term care insurance licenses and holds the Series 7, Series 63, and Series 6 registrations with L.P.L Financial; and the Series 65 with Mariner Independent Advisor Network. He has been a financial advisor in Corona, California for nearly 20 years, and is available to answer any questions or concerns you may have.
What are you waiting for? Reach out to Bob today and start getting smart with your money!
Find more information and book a no-obligation consultation at the link in the description.
Bob Chitrathorn is a registered representative with, and Securities and Retirement Plan Consulting Program advisory services are offered through L.P.L Financial, a registered investment advisor, member FINRA/S.I.P.C.
Other advisory services offered through Mariner Independent Advisor Network, Wealth Planning by Bob Chitrathorn, and Simplified Wealth Management. All are separate entities from L.P.L Financial. Wealth Planning by Bob Chitrathorn of Simplified Wealth Management and L.P.L Financial do not provide legal or tax advice.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Guided Wealth Portfolios (also known as G.W.P) is a centrally managed investment program sponsored by L.P.L Financial L.L.C.
G.W.P generates investment recommendations based upon model portfolios constructed by L.P.L.
If you are receiving advisory services in G.W.P from a separately registered investment advisor firm other than L.P.L, L.P.L is not an affiliate of such advisor. L.P.L investment advisors are registered with the U.S. Securities and Exchange Commission, and L.P.L is also a Member FINRA/S.I.P.C.
Wealth Planning by Bob Chitrathorn of Simplified Wealth Management
City: Corona
Address: 391 North Main Street #Ste 107
Website https://planwithbob.com/
Phone 19514656409