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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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