A recent article was created concerning the services that Richard Blair, the founder and CEO of Wealth Solutions, provide. Located in Austin, Texas, Richard Blair’s company provides top notch services allowing its clients to protect, grow, and manage their assets being that it’s an investment advisory firm. This firm is also a registered investment advisory (RIA) firm, and Blair is highly experienced with several certifications which include CES, CAS, CFS, and RICP.
Blair believes that everyone needs a solid plan in the pursuit of all their financial goals. Having said that, he focuses on greatly assisting the community of Austin by offering retirement planning and wealth management to his clients. Blair uses a three pillar approach to accomplish that for his clients which are as follows:
Pillar 1: Helping the client in laying out his/her financial roadmap.Pillar 2: Developing a long term strategy to meet the client’s investment needs.Pillar 3: Meeting the client’s life insurance, long term care, and annuities
About Richard Blair
- Pillar 1: Helping the client in laying out his/her financial roadmap.- this is to identify their goals, strengths, growth opportunities, and risk tolerance.
- Pillar 2: Developing a long term strategy to meet the client’s investment needs.- this is tailored to meet the specified investment goals and liquidity needs of the client by managing and reallocating assets to full maximum performance of the client’s portfolio according to the market. At the same time, this assistance will reduce the impact associated with negative periods for the client’s investment.
- Pillar 3: Meeting the client’s life insurance, long term care, and annuities- this is done after he adhered to the steps in pillars 1 and 2.
Richard Blair of Wealth Solutions started his business in 1994. He earned his bachelors degree in finance and financial management services, and he earned his certifications in CES, CAS, CFS, and RICP. He has developed his firm with the objectives to offer advice and customized investment, wealth preservation, and retirement strategies. He enjoys the challenge in assisting others to accomplish their financial goals. And his decision to provide financial advice and services to small businesses, families, and individuals was hugely influenced from his family’s teaching background. His mother and grandmother were teachers in which he witnessed the effect of how teaching increases people’s knowledge as well as their confidence.