Wealth Planning's Bob Chitrathorn (951-465-6409), a financial planning professional based in Corona, has announced service updates, now with retirement income investment advice for people approaching the golden years.
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The financial advisor's recently updated range of financial services includes tax planning and advice on wealth management, social security benefits, 401(k) plans, and risk analysis.
More information can be found at https://planwithbob.com
As the median age of the American population continues to increase and a growing number of people look towards retirement, the financial services from Bob at Wealth Planning by Bob Chitrathorn can help individuals who wish to set up an income strategy to prepare for their future retirement.
Recent statistics from USAFacts 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, people at any stage of their career can start to save for their post-work era. Bob offers personalized wealth planning services tailored to each client.
To create a Guided Wealth Portfolio (GWP) for clients, 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 each client to identify goals and core values as part of developing a tailored road map for the future. He assesses each person’s financial situation and then offers clear recommendations for investments and decisions that can lead to greater financial independence.
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.
About Bob Chitrathorn
Bob has a B.S. in Finance and a B.S. in Real Estate from California State San Bernardino, where he graduated magna cum laude. He holds life, health, and long-term care insurance licenses and holds the Series 7, 63, and 6 registrations with LPL Financial and the Series 65 with Mariner Independent Advisor Network. He has been a financial advisor in Corona, CA for nearly 20 years, and is available to answer any questions or concerns.
Interested parties can find more information and book a no-obligation consultation at 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. Wealth Planning by Bob Chitrathorn of Simplified Wealth Management and LPL 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 (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
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: 89119773
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