Wealth and Investment Solutions by Richard Blair

Posted on March 3, 2018

Richard Blair founded wealth Solutions based in Austin Texas. It operates as an investment advisory firm and is a registered investment advisory (RIA) company. It provides services that enable its customers to manage, protect and grow their assets. Richard Blair is a resourceful advisor and partner, and clients always benefit from that. His experience is vast with certifications from CFS, CAS, RICP, and CES.

Blair believes that for everybody to chase all their financial goals, they need a solid plan. His focus is on arming the Austin, Texas community, through the provision of retirement planning and wealth management services to clients. Through the three-pillar approach of Wealth Solutions, the company can quickly, determine their clients’ retirement needs and financial situation. This makes it easy to create a holistic plan modified to fit every client.

Pillar 1

It is specially designed to assist the client in outlining their financial roadmap. It highlights the growth opportunities, risk tolerance, strengths, and goals. A clear understanding of where the customer is coming from the firm can help them create an impressive financial roadmap to follow.

Pillar 2

This pillar is essential to developing a long-term plan to match the investment necessities of the customer. It is formulated specifically for clients’ investment goals and liquidity needs. Blair manages and reallocates assets for maximum performance of the client’s portfolio when the market is favorable, and during the negative market period, it reduces the impact on the clients’ investment.

Pillar 3

Blair can meet the client’s insurance needs, after identifying a client’s goals and formulating strategies to fulfill them. It consists annuities, life insurance, and long-term care.

 

About Richard Blair

Richard Blair is a registered investment advisor working with Wealth Solutions. He has a bachelor’s degree in finance from the University of Houston. His family’s teaching background to a large extent influenced his decision to provide financial advice and services to families, small businesses, and individuals. That combined with his love for finance led to him establishing Wealth Solutions in 1994.

 

About Wealth Solutions

Richard Blair has a registered investment advisory firm that offers services such as retirement planning, wealth management, and financial planning. Wealth Solutions continues to provide objective and unbiased advice to its clients without a crash of interest. Wealth management incorporates creating an investment portfolio, allowing diversification concerning individual client’s needs and targets. The firm includes various alternative and traditional courses to enable clients to achieve their goals. Financial planning help clients establish their short and long-term goals like retirement planning determines what should be dealt with later in life.

Read more about Richard Blair: https://www.behance.net/rickyblair9997

 

Categories: Investment Solution


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