Wealth Solutions was started by Richard Blair with the aim of helping their clients with managing, expanding and protecting their assets. Richard is a qualified and well experienced individual who holds various certifications such as CFS, CAS, RICP and CES. Wealth Solutions is a firm that deals with investment advice and is based in Austin. Richard Blair of Wealth Solutions is a strong believer in following processes and that is why he came up with a process to help his clients follow and achieve their goals when it comes to finances. He focuses on giving his clients sound advice in the management of wealth as they plan for their retirement.
Through the three pillar plan, Richard is able to weigh the financial situation of the client, understand their plans for retirement and come up with a suitable plan that is fit for the client at hand. The first pillar focuses on understanding the financial history of the client, what are their strengths, risk factors, goals, and areas of opportunity. With these things in mind, he helps the client create an actionable plan. Pillar two focuses on coming up with a strategy to maximize the performance when the market terms are favorable. This pillar works best in making sure that the long term investment plans of the client are met. The last pillar works on the insurance part. Since the goals and strategies have been put in place, there is need to allocate an insurance plan that covers life in place to make sure that the client has safeguarded himself by purchasing long-term care.
Richard Blair grew up surrounded by teachers; his mother, grandmother and wife. He had seen the impact of proper teaching when it came to additional knowledge and confidence. This is part of the reason he opted to offer his services to educate people about finances and investments. In 1994, he started Wealth Solutions with the intention of growing people’s knowledge and confidence in investments. He continues to serve his clients diligently by helping them grow their investments as they look forward to their retirement. Their clients range from individuals, families, small and large businesses. Richard Blair has a degree in finance that he achieved at the University of Houston. Richard has more than 2 decades of experience in the financial industry which makes him a reliable and solid advisor when it comes to matters relating to finance. Richard believes in fairness and that is why he strives towards giving advice that is unbiased to his clients.
To learn more, visit http://www.wealthsolutionsria.com/.