A seasoned financial planner in Corona, California, is working to alleviate the post-employment worries of professionals and pre-retirees through his dedicated retirement planning service.
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Bob Chitrathorn has announced that he is now offering retirement income consulting through his personal brand, Wealth Planning by Bob Chitrathorn. His service is aimed at professionals in Corona, California, but he is also amenable to working with residents in Redlands, Eastvale, Jurupa Valley, Riverside, and Chino Hills.
More information is available at Wealth Planning by Bob Chitrathorn
Mr. Chitrathorn’s retirement planning service seeks to create a personalized plan that considers one’s present situation and retirement income goals. Bob states, “In every engagement, the first thing my team and I do is to determine the client’s current lifestyle and retirement goals. This allows us to design a tailored game plan to help pursue those goals.”
He added that one important aspect of his approach is clarity, as he seeks to make his recommendations easily understandable and applicable. To this end, he makes sure to communicate the “why” of each recommendation to aid clients in their decision-making.
In addition to one-on-one consults, Mr. Chitrathorn ensures the availability of advice through Guided Wealth Portfolios (GWP). The GWP software enables around-the-clock financial advice and features a dashboard that displays one’s entire retirement portfolio, as well as investment recommendations tailored to the client’s risk appetite and time horizon.
Per Mr. Chitrathron, “GWP offers advanced asset analysis, which automatically evaluates the tax impact of each investment that you wish to make.”
Mr. Chitrathorn said that his steadfast focus on retirement planning services is in response to recent reports about the widespread retirement worries of many Americans. Earlier this year, for instance, Cerulli Associates reported that a survey found that 58% of respondents fear that they might outlive their assets either because of “poor planning” or the performance of the assets themselves.
“More than ever, sound financial advice from qualified professionals is needed to prepare for a volatile future,” Mr. Chitrathorn adds.
Mr. Chitrathorn—who goes by Bob professionally—has been involved in the financial consulting industry since 2004 and is one of the founders of Simplified Wealth Management, Inc. He is also a contributing author of Brian Tracy’s book 'Success Manifesto' in 2016.
Interested parties who want to learn more can schedule a no-obligation consult through https://planwithbob.com/
Bob Chitrathorn is a registered representative with, and Securities and Retirement Plan Consulting Program advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Mariner Independent Advisor Network, Wealth Planning by Bob Chitrathorn, and Simplified Wealth Management. All are separate entities from LPL Financial.
Contact Info:
Name: Bob Chitrathorn
Email: Send Email
Organization: Wealth Planning by Bob Chitrathorn of Simplified Wealth Management
Address: 391 North Main Street #Ste 107, Corona, CA 92880, United States
Website: https://planwithbob.com/
Source: NewsNetwork
Release ID: 89122954
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