Articles
Corona, CA Financial Advisor Gives Retirement Planning & Wealth Management Tips!
by PRC Agency PRYou 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, IRAs, and risk analyses.
Check out his financial services at https://planwithbob.com
Bob walks you through the process from start to finish and helps you set up an income strategy to help you work toward pursuing a comfortable future, potentially allowing you to check off all the items on your bucket list!
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, 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 (GWP) 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.
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 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 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 you are 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.
Sponsor Ads
About PRC Agency 
PR
0 connections, 0 recommendations, 1,975 honor points.Joined APSense since, July 1st, 2015, From Portland, United States.
Created on Jan 25th 2024 11:40. Viewed 126 times.
