Richard Blair of Wealth Solutions has a strong foundation of financial and investing skills that enable his clients to realize their goals of a secure retirement. His abilities allow individuals to grow, protect, and successfully manage their assets. Wealth Solutions is a registered investment advisory firm (RIA) whose main office is in Austin, TX. They also serve some surrounding areas as well. Learn more: https://www.crunchbase.com/person/richard-blair
A solid financial plan is the surest way to achieve long-term investing goals that lead to a secure retirement. Richard Blair specializes in developing a framework for his clients in this regard and in managing wealth. Wealth Solutions utilizes a three pillar approach when working with clients to plan their future.
Pillar one is to determine an appropriate roadmap for a client’s finances. This entails the development of a comprehensive plan according to the client’s goals and risk tolerance. The right growth opportunities in light of the preceding are then considered and presented to the client for their approval.
Pillar two involves the critical need to develop and implement a long-term growth strategy which is the bedrock of wealth management. A client’s age and need for liquidity are a part of this and their investment goals are intertwined as well. Blair lends his experience to his clients and actively manages their assets for maximum growth when market conditions are suitable. When conditions are not amenable to stellar investment returns Blair tweaks the portfolio to minimize downside risk.
Insurance needs vary according to age and the circumstances of one’s life and Blair provides comprehensive counsel to his clients to select the right coverage. This is Pillar three and it illustrates the wide range of services that Wealth Solutions provides its clients. Various types of insurance are available for clients to consider such as health, life, and disability insurance.
Richard Blair has been strongly influenced by the schoolteachers in his family. They have had a profound impact on him and he wanted to follow in their footsteps. He’s also very passionate about finance and has naturally combined the two professions. He has become a great teacher who helps clients learn about finances and investments. Learn more: http://www.wealthsolutionsria.com/p/my-story
Wealth Solutions was founded by Richard Blair in 1994 and they serve clients in and around Austin, TX. He doesn’t pitch proprietary products, so clients can have great confidence in his financial counsel. He is fair and impartial and doesn’t guide clients toward any particular product or service.