Corona Business Owner Planning, Risk Analysis & Tax Management Service Expands

Following the announcement, the financial advisory firm assists local business owners with devising a smart strategy that allows them to define a clear roadmap for their financial future. By outlining their vision and goals and laying out the long-term milestones, businesses will be better able to clearly communicate their objectives with stakeholders and always stick to the right direction when in doubt.

More information is available at https://planwithbob.com/

Bob Chitrathorn offers financial advice for business planning that focuses on protecting against liabilities and risks, cash flow management, financial planning, and devising an exit strategy. Its expanded suite of business planning solutions now also features complimentary risk analysis that leverages specialized technology to allow business owners to refine their personal investment approach.

With the risk analysis component of the consultancy’s business planning services, Bob Chitrathorn strives to better equip clients with the knowledge they need to identify and tackle potential market volatility that could hinder the success of key financial objectives. To streamline this process, his consultancy has introduced Riskalyze, a technology that empowers business owners to assess the likelihood and the severity of market volatility, analyze it and mitigate potential impact more efficiently.

Using Riskalyze, Bob Chitrathorn will ask clients a short series of questions to determine their personalized risk number based on acceptable levels of risk and reward. This allows them to adapt their investment strategies in a way that they and their business can better tolerate the ups and downs of market forces. Bob works with his clients to better understand what can be done to help reach financial goals and increase the probability of financial success.

Bob Chitrathorn believes that with a carefully considered business plan in place, a business owner also demonstrates to all parties involved – employees, investors, and partners – that they are committed to sustainable growth.

Alongside business planning, Bob Chitrathorn also specializes in insurance planning, college planning, and retirement advance. From their Corona-based office, his team serves both individuals and businesses in Corona, Eastvale, Jurupa Valley, Riverside, Redlands, and other Riverside County communities.

Additional details can be found at https://planwithbob.com/

Bob Chitrathorn is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered Investment Advisor, Member FINRA/SIPC. Other advisory services are offered through Mariner Independent Advisor Network. LLC. Mariner Independent Advisor Network. LLC, Simplified Financial Wealth Management, and Wealth Planning by Bob Chitrathorn are separate entities from LPL Financial.

Wealth Planning by Bob Chitrathorn of Simplified Wealth Management

391 North Main Street #Ste 107

COMTEX_439184444/2764/2023-08-29T02:53:48