Is your post-employment future adding to your list of worries? This 2024, give yourself the gift of an ironclad retirement plan with the care of Wealth Planning by Bob Chitrathorn. Find out today why residents of Corona entrust Bob with their retirement plans.
In August, Schroders reported that only 10% of non-retired Americans will wait until 70 before they claim their maximum Social Security benefits. This means that a greater number of people are willing to forego some of their benefits as long as they can take out payments early.
What’s behind this sentiment? Nearly half are afraid that Social Security funding will run out.
In the US, the end of the pandemic—the worst health crisis in recent history—did little to bring about hope as fear and worry seem to be the prevailing sentiment among working professionals. And who can blame them? With inflation still untamed and news of wars dominating the news cycles, the dream of retiring in paradise seems to be diminishing for many.
In response to the widespread gloom sweeping America, Suthipong Robert Chitrathorn—or Bob, as he's known to his clients —is introducing retirement income preparation through his personal brand, Wealth Planning by Bob Chitrathorn. His service is aimed at his community in Corona, California, but he is also amenable to working with residents in Redlands, Eastvale, Jurupa Valley, Riverside, and Chino Hills.
You can learn more at Wealth Planning by Bob Chitrathorn
While retirement planning services are not a novel service, Bob sets his consulting work apart through personalization and his working experience as a seasoned specialist in the financial industry.
Bob's retirement planning service seeks to create a personalized plan that considers your present situation and retirement income goals. “In every engagement, the first thing my team and I do is to determine your current lifestyle and retirement goals,” Bob said. “This allows us to design a tailored game plan to help pursue those goals.”
In addition to highly tailored advice, another important aspect of his approach is clarity as he seeks to make his recommendations easily understandable and applicable. To this end, he ensures to communicate the “why” of each recommendation, so you can make investment decisions without worry.
In addition to one-on-one consults, Bob ensures the availability of advice through Guided Wealth Portfolios (GWP). The GWP software enables around-the-clock financial advice and features a dashboard that displays your entire retirement portfolio, as well as investment recommendations tailored to your risk appetite and time horizon.
“GWP offers advanced asset analysis, which automatically evaluates the tax impact of each investment that you wish to make,” Bob added.
Bob has been involved in the financial consulting industry since 2004 and is one of the founders of Simplified Wealth Management, Inc. He is also a contributing author of Brian Tracy’s book Success Manifesto in 2016.
A well-rounded financial advisor, Bob also offers wealth management, insurance, college planning, and student loan repayment assistance plans through Wealth Planning by Bob Chitrathorn.
“More than ever, sound financial advice from qualified professionals is needed to prepare for a volatile future,” Bob said. “In Wealth Planning by Bob Chitrathorn, we’ll help you regain that lost confidence, so you’ll look forward to retirement; not dread it.”
If you want to schedule a chat with Bob and his associates, visit https://planwithbob.com/ to learn more.
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.
