Wealth Solutions is a company that offers financial services that allows clients to protect, manage, and grow their assets. Richard Blair of Wealth Solutions is experienced and has the qualifications that allows him to help other people with their investments and assets. Richard Blair has his CAS, CES, RICP, and CFS. Wealth Solutions is in Austin, Texas and they’re a firm that specializes in investment advisory. Richard thinks everyone needs some sort of financial plan in their life and intends to help the surrounding community with wealth management and retirement saving services.
There are three pillars the firm follows when helping their clients achieve their financial goals. Pillar one is where they lay out the clients finances and see all their attributes. They’ll see what the clients strengths are, goals, risks, talents, and opportunities for growth in their investments. Pillar two is where they create a long term goal and course for the client to follow so they meet their financial needs or wants. Assets are relocated and managed so they will perform at the maximum level when the markets are right and reducing investments while markets are wrong. Pillar three is when everything is laid out and the plan is in play Richard moves on to insurance. Going over and making sure the client is covered long term and for anything else they’d need.
Richard Blair decided to go into this line of work because of his families teaching background. Both his mother and grandmother were teachers so, as a child he saw how it influenced others, gave them confidence, and improved their knowledge. Richard Blair attended the University of Houston for a bachelors in Financing. Following that Richard decided to start Wealth Solutions in nineteen ninety four and he’s still growing in the community by providing unbiased opinions and help to people in need.
Richard has become more experienced and knowledgeable over the years in financing. Richard wants to spread his knowledge to the surrounding families in the community so everyone has a plan when it comes to their assets and their retirement. Richard Blair’s plan is to help every one of his clients achieve their dream goals of what they want their retirement to look like and he’s been succeeding for years to come.
For more information, connect with Richard Blair on LinkedIn.