Wealth Financial Advisor In Riverside Offers Retirement Planning Strategies

Jun 1, 2023

Are you prepared for retirement? Looking for an experienced financial advisor? Bob Chitrathorn (951-465-6409) specializes in retirement planning services for clients in Riverside and beyond – contact him today!

It’s never too early (or too late) to start planning for your retirement. We live in extraordinary times, where financial literacy and planning matters more than ever before. Yet, a 2022 study by the American Association of Retired Persons (AARP) found that “regardless of age or when retirement planning starts, the process of beginning to plan for retirement often comes with feelings of uncertainty, overwhelm, and dread.”

So yes, planning for retirement can seem daunting, but it doesn’t have to be if you have the right help to get you started. The right help will listen to you and work with you to create a plan that fits your current financial needs and future objectives.

And if you’re looking for a qualified financial advisor, consider Bob Chitrathorn.

Bob Chitrathorn specializes in retirement planning for Riverside, CA individuals and families looking for a comprehensive financial strategy. Bob is committed to helping more professionals secure financial resiliency once they reach retirement age. His practical and down-to-earth strategies are developed to help working adults understand their financial picture of today and aim to secure their future. This includes taking early, preventative steps now to help ensure a comfortable future later.

Schedule your consultation call today at https://planwithbob.com/

Bob Chitrathorn will share with you best practices, actionable and measurable guidelines, and current perspectives from industry experts. His goal is to help you build financial resiliency, rather than independence. This means focusing more on having a future-proof strategy in place rather than simply building more income opportunities.

This is important to remember! A lot of people emphasize being financially “independent” as the end-all, be-all of financial security. However, you can be independent for years and have a sudden and dramatic shift in luck. It is no longer enough to be independent, but to be resilient instead, so that you can face financial obstacles in the future with confidence.

During your first consultation, Bob will conduct a thorough analysis of your financial health, which includes identifying your income sources, assessing all expenses, defining financial objectives and retirement goals, developing a savings plan, and managing assets and risks.

Because each person is different, no two retirement plans are the same. Bob ensures that all plans are aligned with 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 professionals of all ages across all industries. He also works 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 planning process, Bob has an online platform that combines the benefits of a personal financial advisor with state-of-the-art technology. His Guided Wealth Portfolios (GWPs) provide you with personalized, professional 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 achieve their dream financial life. Be the next!

Go to https://planwithbob.com/ so you can learn more.

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.

Show Buttons
Hide Buttons
Web Analytics