Richard Blair offers services to grow, manage, and protect the assets of his clients through at Wealth Solutions. The company is an investment advisory firm based in Austin, Texas. The Registered Investment Firm (RIA) provides wealth management and retirement planning.
Wealth Solutions integrates three pillars in its approach to understand the prevailing financial situation and retirement needs of their clients. These help it come with customized plans appropriate for each person seeking their services.
The first pillar aids the client in coming up with a financial roadmap. For this to happen, they identify strengths, risks, tolerance, goals and growth opportunities at the client’s disposal. They then create a financial plan for the client to follow.
Once done with the initial stage, they use the second pillar, which is developing long-term strategies that meet the client’s investment needs. It is tailored to suit the investments and liquidity goals of specific clients. For maximum performance, Richard Blair of Wealth Solutions reallocates and manages assets. This change ensures maximum performance of a portfolio when the market is suitable and reduces negative impact when the market is not favorable.
The last pillar after setting goals and establishing actionable strategies is incorporating insurance. Richard provides a comprehensive insurance package, which includes life insurance, long-term care, and annuities. By integrating the three pillars, Blair, a Certified Annuity Specialist (CAS) and Retirement Income Certified Professional (RICP), offers clients practical solutions for their investments.
About Richard Blair
Richard Blair founded Wealth Solutions to offer personalized and comprehensive financial guidance to individuals, families and small enterprises. Blair is a registered financial advisor with over 20 years of experience. He has a bachelor’s degree in Finance and Financial Management Services. After graduating, he joined the financial services industry in 1993 and founded Wealth Solutions in 1994. He also has various professional certifications.
Growing up, he was drawn into the world of education as his mother and grandmother were teachers. Having witnessed how teaching instilled knowledge and confidence which facilitated growth, he realized he could empower people by offering financial planning and investments. At Wealth Solutions, Richard gives clients advice aimed at bringing significant change and a positive difference in the life of the client. Learn more: https://www.linkedin.com/in/richard-blair-bb6772108
Blair not only concentrates on investments but also helps clients to transition smoothly by bridging the gap between investing, planning, and living in retirement. He offers strategies for retirement income and helps them avoid common pitfalls associated with it, which gives clients an opportunity to pursue a successful retirement. Learn more: http://drewlaunay.com/2016/06/10/services-provided-by-richard-blair-through-wealth-solutions/