Bob Chitrathorn, Vice President of Corona-based financial advisory firm Simplified Wealth Management (951-465-6409) announces the expansion of the company’s retirement planning services.
The enhanced services include personalized retirement planning that considers the financial circumstances of each client, aiming to balance current expenses with future goals and needs. Bob can suggest a range of strategies, such as more diverse investment portfolios, designed to create additional distributed sources of retirement income.
More details can be found at https://planwithbob.com/
Bob Chitrathorn points to what many are now calling a “retirement crisis,” and states that careful planning can help to avoid many of the problems now being raised. With the latest announcement, Bob aims to help clients navigate their current financial needs, while also striving to ensure that their financial future is secure.
A recent survey conducted by US News & World Report found that almost 50% of Americans stopped saving for retirement in the past 12 months, while almost one-third of respondents made withdrawals from their retirement savings. The firm states that inflation and the high cost of daily items have contributed to a worsening situation in terms of national retirement savings.
With the recent announcement, Bob Chitrathorn’s goal is to help clients manage their current expenses, while also creating a plan that allows them to continue contributing to their retirement savings. Bob states that he takes a collaborative approach with each client, ensuring that plans are closely aligned with their personal needs and goals.
Bob also highlights ongoing changes to retirement savings laws, with increases to IRA, Roth IRA, and 401(k) contribution limits expected for 2024. As part of his services, Bob aims to help clients leverage these changes to their advantage, while also limiting their tax exposure.
About Bob Chitrathorn
With almost 20 years of experience as a professional financial advisor, Bob Chitathorn has helped clients navigate a wide variety of financial situations, including the global financial crisis of the late 2000s. In addition to retirement planning, Bob offers guided wealth portfolios, investment planning, insurance planning, and college planning.
“I am committed to delivering personalized guidance to a select group of individuals, families, and business owners in Southern California and around the country,” Bob Chitrathorn recently explained. “My mission is to help clients define what is most important in their financial lives, while helping them make the decisions that can focus on leading them to financial independence.”
Interested parties can find more information by visiting 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.
Name: Bob Chitrathorn
Email: Send Email
Organization: Wealth Planning by Bob Chitrathorn of Simplified Wealth Management
Address: 391 North Main Street #Ste 107, Corona, CA 92880, United States
Release ID: 89115582
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