Redlands, CA, residents get personalized financial advice with the added benefit of online investment management through Wealth Planning by Bob Chitrathorn of Simplified Wealth Management (951-465-6409)!
Want sensible investment software to make sure you are on the right path to achieving your long-term financial goals but with a personal touch? Guided Wealth Portfolios (GWP) is the platform you could be looking for! Now, thanks to Bob Chitrathorn, you can get the best of two worlds - enjoy the convenience and transparency of automated investing with individual guidance from a professional.
Financial advisor Bob Chitrathorn offers you the opportunity to join the GWP platform to receive proper guidance related to your assets and how to preserve them. Alongside personalized advice, you can also make use of the platform's intuitive technology to enjoy the perks of automated investment management.
Find out more at https://planwithbob.com/
By providing access to the GWP platform, Bob Chitrathorn wants to help savvy investors like you develop a smart, growth-oriented financial plan that will help mitigate risk and stick to your financial goals.
If you join the platform you will be able to operate your account 24/7 and will be provided with access to a dedicated financial advisor for assistance. GWP allows you to monitor all your assets in one place, set up new accounts, and make any changes to your portfolio. Thanks to the innovative technology that powers GWP, each investment step is fast and straightforward.
"We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes," Bob Chitrathorn says.
You will be particularly offered advice on investment opportunities and retirement allocations gleaned from your financial objectives, investing time horizon, and risk profile. Using automated, intelligent algorithms, the software can also perform a comprehensive asset analysis to allow you to minimize your tax burden and maximize the returns of your investments, assessing the tax implications of each transaction before its implementation.
Each portfolio maintained through the GWP platform is examined on a daily basis to identify unfavorable market changes and adapted accordingly so that any possible losses are averted.
You can also take advantage of the tax-loss harvesting capabilities available through the platform, which allows you to preserve how your assets are allocated while minimizing potential tax implications. "If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio," Bob Chitrathorn explains.
GWP is an investment program sponsored by LPL Financial LLC. The platform leverages proprietary computer algorithms developed by FutureAdvisor to generate investment recommendations based on model portfolios. Both LPL and FutureAdvisor are registered with the SEC and are non-affiliated entities, with LPL also being a FINRA/SIPC member.
Get your personal roadmap to a stable future with Bob Chitrathorn!
Schedule a consultation with Bob today at 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.
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. Asset allocation does not ensure a profit or protect against a loss. Investing involves risk including the loss of principal. Simplified Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. An annual small account fee is applied to accounts with less than $10,000 invested.