Redlands Financial Planning, Investment Portfolio Management Platform Announced

Bob Chitrathorn of Wealth Planning by Bob Chitrathorn (951-465-6409) announces his financial planning strategies for individuals in Redlands, CA, and the surrounding areas, which blend the advantages of a personal financial consultant with advanced technology.

Corona, United States - July 27, 2023 /PressCable/ —

Following the announcement, Wealth Planning by Bob Chitrathorn of Simplified Wealth Management offers individuals the opportunity to join the Guided Wealth Portfolios (GWP) platform to receive convenient, transparent, and proper guidance related to their assets and how to robustly preserve them. Alongside personalized advice, users of the online platform can employ the platform's intuitive technology to enjoy the benefits of automated investment management.

More information is available at https://planwithbob.com/

By providing access to the GWP platform, Bob Chitrathorn wants to help savvy investors develop a smart, growth-oriented financial plan that will help them to mitigate investment risk and stick to their financial goals.

Clients will have access to a dedicated financial advisor for assistance, plus those who join the platform will be able to access and manage their account 24/7. The GWP allows users to monitor all their assets in one place, set up new accounts, and make any changes to their portfolios. Thanks to the innovative technology that powers GWP, the investing process is fast and straightforward.

"We can implement your personal roadmap using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and may help reduce taxes," Bob Chitrathorn says.

GWP adopters will be particularly offered advice on investment opportunities and retirement allocations gleaned from their financial objectives, investing time horizon, and risk profile. Using automated, intelligent algorithms, the software can also perform a comprehensive asset analysis to allow users to potentially reduce their tax burden as well as increase returns on their investments, assessing the tax implications of each transaction before its implementation.

Each portfolio maintained through the GWP platform is examined on a daily basis to identify unfavorable market changes and adapted accordingly so that any possible losses may potentially be averted.

Users can also take advantage of the tax-loss harvesting capabilities available through the platform, which allows them to preserve how their assets are allocated, while minimizing potential tax implications. "If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio," Bob Chitrathorn explains.

The GWP is an investment program sponsored by LPL Financial LLC. The platform leverages proprietary computer algorithms developed by FutureAdvisor to generate investment recommendations based on model portfolios. Both LPL and FutureAdvisor are registered with the SEC and are non-affiliated entities, with LPL also being a FINRA/SIPC member.

Additional details can be found at https://planwithbob.com/

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.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss. Investing involves risk including the loss of principal. Simplified Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult a legal or tax advisor regarding the specific situation. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. An annual small account fee is applied to accounts with less than $10,000 invested.

Contact Info:
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
Website: https://planwithbob.com/

Source: PressCable

Release ID: 89103482

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