Skip to content

Wealth

Investment Counsel from Richard Blair of Wealth Solutions

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/

 

Incredible Investment Strategies from Richard Blair

Located in Austin, Texas, Wealth Solutions is a duly registered investment firm. His primary goal of starting Wealth Solutions was to make a significant impact in the lives of entrepreneurs, families, and high-net-worth individuals. Having been born to a family of educationists, Richard Blair has always been drawn to the education world. He witnessed from his grandmother, wife, and mother that education could help boost one’s confidence. Richard Blair could combine his extensive background in the world of education with his natural aptitude for finance to assist his clients in developing investment plans.

 

Richard Blair entered the financial services industry in 1993 after completing college. His firm, Wealth Solutions, specializes in the provision of personalized and professional financial advisory services. Richard Blair has over time honed his knowledge and experience in wealth management. As an expert in retirement planning, Blair helps his clients to bridge the gap between life before and after retirement. He provides wealth management strategies to help his clients to avoid common financial drawbacks. He desires to help his clients realize their retirement dreams.

 

About Wealth Solutions

 

Wealth Solutions is a world-class investment advisory firm responsible for providing custom-tailored and comprehensive investment management services to wealthy entrepreneurs, families, and individuals. Wealth Solutions operates in Austin, Texas, and the surrounding neighborhoods such as Bastrop, New Braunfels, Georgetown, and Houston. Wealth Solutions was founded through joint efforts of Richard Blair, RICP, CES, CIS, and CTS. Richard Blair is an accomplished financial advisor with over two decades of experience in the financial services industry.

 

As financial markets change, Wealth Solutions believes that investment strategies must adjust and adapt as well. Wealth Solutions commits to providing dynamic, yet conservative financial solutions to help its clients optimize their return on investment while minimizing the expected risk. As people approach retirement, Wealth Solutions understands that their primary goals are to leave a legacy to their heirs, preserve wealth, and maintain a steady flow of income. Richard Blair seeks to help his clients to develop a comprehensive investment plan to allow them to realize their ambitious retirement goals.

 

Working with a financial advisor such as Richard Blair will allow you to preserve, manage, and grow your wealth. Clients find a partner in Richard Blair with whom they manage their assets. Financial management can be a daunting process especially if you have a tight working schedule. Fortunately, working with financial advisors such as Richard Blair can help you demystify the confusing elements of wealth management. Learn more: http://creditorweekly.com/index.php/2016/05/26/investment-strategy-with-richard-blair/