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Why Wealth Planning by Bob Chitrathorn?
Transform your goals into reality with our expert financial advisor services. Explore the full spectrum of personalized strategies designed to elevate your financial journey and secure your future. We can empower your dreams today.
With the lead of our Vice President and experienced financial advisor, Bob Chitrathorn, we can empower your dreams today. Bob’s mission is to be a catalyst for his clients by helping them define what is most important in their financial lives while guiding them to make decisions that can lead to financial independence. His commitment to his mission is defined by three core principles:
Collaborative Approach
In-depth discovery and active listening helps me understand your goals and core values.
Personalized Guidance
Meaningful experience and relevant expertise allows for perspectives that will help guide you at all stages of life.
Lasting Relationships
A personal commitment to exceeding your expectations of access, responsiveness, and follow-through.
Guided Wealth Portfolios
Start Investing for Your Future Today
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. You still get the Simplified Wealth Management experience, but with the added convenience and transparency of an automated investing strategy.
Guided Wealth Portfolios (GWP) provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.
SmartVestor Pro
By Dave Ramsey
Since 2007, our team has been helping SmartVestor Pro fans with their investments and financial planning needs. We believe that in order to help you pursue YOUR goals, we need to understand you. Rather than selling, we prefer to teach our clients about their options and we put ourselves in your shoes to help you.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL Financial.
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What services does the company offer?We offer a comprehensive range of financial planning services, including personalized financial solutions, investment management, retirement planning, estate planning, tax planning, business planning, insurance review, and more. We integrate all aspects of your financial life to help you make well-informed decisions that guide you toward financial independence.
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How do I get started?Getting started is simple! Book a free consultation with our financial advisor, Bob Chitrathorn, to discuss your goals and learn how we can assist you. We'll help you define your financial aspirations and create a personalized strategy to meet your needs.
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What is Guided Wealth Portfolios (GWP)?Guided Wealth Portfolios is an online platform that combines the expertise of a personal financial advisor with the convenience of automated investing. It provides you with objective investment advice, personalized to your financial goals, while offering 24/7 access to your accounts.
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How does financial planning with Bob Chitrathorn work?Bob follows a collaborative approach where he listens to your goals and values. With his extensive financial industry experience, Bob will offer personalized guidance to navigate every stage of your life. He builds lasting relationships, ensuring that you're supported and well-informed throughout your financial journey.
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What makes this company different from other financial advisors?We focus on a holistic, client-centered approach. By integrating technology, clear communication, and tailored strategies, we offer transparent financial advice and proactive support. Our goal is to simplify wealth management, making complex financial concepts easier to understand and empowering you to take control of your financial future.
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What should I expect from my first consultation?During your initial consultation, Bob will listen carefully to your financial goals, provide insights into your current situation, and explore strategies to help you achieve your objectives. This no-obligation session will give you a clear understanding of how our services can benefit you.
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Do you offer any educational resources?Yes, we offer webinars, articles, and tools to help you better understand financial planning and investment strategies. Whether you need advice on paying for college, managing student loans, or navigating retirement, our resources are designed to educate and empower you.
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How do you charge for your services?Our pricing structure is transparent and clear, with no hidden fees. We provide customized plans and will walk you through the costs involved, ensuring there are no surprises. You’ll always know exactly what you’re paying for and why.
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How often will my financial plan be reviewed?Financial planning is an ongoing process. We provide continuous support and regular reviews of your plan to adapt it to any changes in your life or the financial landscape. Whether it’s a major life event or shifts in the market, we’re here to ensure your plan stays on track.
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What is your approach to retirement planning?We take a comprehensive approach to retirement planning, considering all aspects of your financial situation to create a plan that aligns with your retirement goals. Our strategies include tax-efficient withdrawal methods, investment management, and long-term savings strategies designed to provide you with financial security in retirement.
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