Riverside Retirement Planning, Early Strategy Mapping Service Expands
The latest announcement highlights Bob Chitrathorn’s commitment to helping more busy individuals and families achieve financial resiliency to live their life today and also be prepared for retirement. His practical and down-to-earth strategies are developed to help working adults understand their financial picture of today and create a plan to secure their future. Bob provides personalized financial and retirement planning that is designed specifically for each client, especially if they’re just getting started, feeling overwhelmed, and unsure of what to do first.
More details can be found at https://planwithbob.com/
As part of its expanded services, Wealth Planning by Bob Chitrathorn shares best practices, actionable and measurable guidelines, and current perspectives from industry experts. The goal of the retirement planning services is to help clients in Riverside, CA build financial resiliency, rather than independence. This means focusing more on having future-proof strategies in place rather than simply building more income opportunities.
Bob guides clients through every part of the retirement planning process so they feel more confident about their decisions. During the first consultation, he conducts a thorough analysis of his client’s financial health. This analysis includes identifying income sources, assessing all expenses, defining financial objectives and retirement goals, developing a savings plan, and assessing assets and risks. It is the starting point to making sound retirement planning decisions.
Bob ensures that all plans are aligned with the client’s current day-to-day needs, possible life events, retirement objectives, and working income. Also, be assured that these plans can be changed if needed to adapt to unforeseen events such as a sudden financial emergency.
Bob works with working adults of all ages across all industries. This includes working with immigrant couples who want to build a financially resilient plan for their and their children’s futures. As a child of immigrant parents himself, Bob truly understands the struggles that many young couples face, especially when it comes to navigating financial matters in the United States.
To facilitate the retirement planning process, Bob announces his newest online platform that combines the advantages of a personal financial advisor with state-of-the-art technology. The platform offers Guided Wealth Portfolios (GWPs) that provide clients with personalized, objective investment advice.
Bob Chitrathorn is also the Vice President of Simplified Wealth Management, a specialized wealth and investment management firm that provides personalized assistance to business owners in Southern California.
Bob is on a mission to be a catalyst for his clients to work towards their dream financial life.
Interested parties can find more information by visiting https://planwithbob.com/
Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial.
Wealth Planning by Bob Chitrathorn of Simplified Wealth Management
391 North Main Street #Ste 107
United States
COMTEX_434039148/2764/2023-06-01T01:06:12