With a background of teaching in his family, Richard Blair grew up witnessing the effects teaching has on one’s confidence. Richard felt that there was no better place to have confidence then in how one’s own assets and wealth are managed. The environment Richard was raised in laid a solid foundation that when combined with his passion for finance gave birth to Wealth Solutions, an investment advisory firm (RIA) based in Austin, Texas founded by Blair in 1994.
Richard Blair of Wealth Solutions serves his community determinedly by growing, protecting, and managing his clients’ assets. With years of experience Richard has many qualifications and certifications to his name, including CAS, CES, RICP, and CFS. The most important thing to the founder of Wealth Solutions are the financial goals of the individuals in his community. Richard is determined to provide all his clients with wealth management services and retirement planning that they can feel confident in.
In order to serve their clients holistically, Wealth Solutions has developed a comprehensive three pillar plan used to quickly identify their clients’ current financial situation and retirement needs.
In pillar one, Blair and his team use a needs identifier process in order to bring to light the clients’ strengths, weaknesses, goals, risk tolerance, and growth opportunities. By doing this Wealth Solutions is better equipped to make sound recommendations to their clients.
In pillar two, Wealth Solutions works to develop a strategy that is long-term and coincides with the clients’ needs and goals. The plan, tailored to the clients’ needs, ensures maximum performance of the clients’ portfolio. Wealth Solutions reallocates and manages their clients’ assets in a way that has incredible upside potential while still guarding against risk during a down market.
Pillar three is the last and final pillar to Wealth Solutions’ comprehensive plan. In pillar three, Richard’s team takes a look at their clients’ insurance needs – specifically, long-term care, life insurance, and annuities. Wealth Solutions looks for opportunities to secure their clients in the event of any sort of accident that may result in the inability to continue to earn income.
Richard Blair’s decision to serve his community by creating financial confidence for his clients has helped many people. Today, Richard’s wide span of knowledge continues to assist him in providing sound and goal-driven wealth management advice. Through Wealth Solutions, clients can feel confident that their retirement needs are met and their investments will grow safely.
Visit http://www.wealthsolutionsria.com/team to learn more.