Richard Blaire, Wealth Management Expert

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.

Richard Blair has a Passion for the Investment Industry

Richard Blair is the founder of Wealth Solutions, Inc. The company is based in Austin, Texas and is an Investment Advisory Service. Blair earned a Bachelor of Science (BS) in Finance from the University of Houston. With degree in hand, he started his own financial service business. His goal was to help others with financial planning and investments for the purpose of creating a better life and long term financial security.

He was a natural for such an industry and career path. He was from a teaching family and saw firsthand the value of education. His mother and grandmother were both teachers and he was married to a teacher. Education can be a great influence on others and by teaching others to be careful and thoughtful with their finances and financial planning; they will have the security they wish to have. Learn more: https://www.brightscope.com/financial-planning/advisor/218993/Richard-Dwayne-Blair/

The goal of Wealth Solutions was to provide unbiased advice to clients and offer the opportunity to create wealth without risking long term financial security. Using his educational background and his never ending accrual of relevant experience, Wealth Solutions assists clients to prepare for retirement while bridging the gap between living the work a day world and living out a happy retirement.

Wealth Solutions client base is small business owners, individuals and wealthy families. With his more than twenty years of experience, Blair has the ability to change with the times and adapt to the current economic condition. The company offers a conservative approach to investments and develops unique and individualized solutions to clients. Wealth Solutions, under the leadership of Richard Blair realizes that stay on the forefront of the investment industry, they must keep an eye on the changing environment of investing while always keeping in mind the industry is not a one size fits all business.

Most clients are looking to build wealth and preserve it while developing an income stream that will support them in their golden years and to leave a legacy to their heirs. Blair firmly believes that everyone needs a solid financial plan to grow and manage their assets while protecting the integrity of those assets. The way for clients to build for financial security is to arm them with the best information and strategies the industry allows. Learn more: http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/

Financial success is based on three simple concepts, according to Mr. Blair. The first step is to identify strengths, goals and level of risk they wish to take. The second step is to develop a long term plan addressing the needs of the client. The third step is to help the client develop the strategies to meet those goals. Learn more: http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/