Richard Blair of Wealth Solutions provides clients in Austin, Texas with sound investment advice and other quality services designed to help them protect, manage and grow their assets. An experienced, well-qualified, financial advisor, Blair has CFS, RICP, CES and CES certification. He also gives his clients access to a wide array of valuable resources. A Registered Investment Advisory, Wealth Solutions has a financial planning process that helps clients create a solid plan for pursuing their financial goals. That includes retirement planning and wealth management.
Wealth Solutions uses a comprehensive approach that has three pillars. This helps the firm understand the financial situation of each client, identify their retirement needs and create a customized holistic plan for them.
Pillar 1 identifies the client’s goal, strengths, growth opportunities and risk tolerances and creates a financial roadmap for them to follow.
Pillar 2 is the development of a long-term strategy to meet the client’s investment needs. It’s designed to address their specific investment goals and liquidity needs. Their assets are managed to ensure their portfolio gets maximum performance when the market is strong and reduces the impact during negative market periods.
Pillar 3 focuses on the client’s health and life insurance needs, long-term care and annuities.
Richard Blair always had a natural aptitude for finance and a desire to help people with investments and financial planning. He graduated from the University of Houston with a bachelor’s degree in finance and a concentration in financial management services. After working in the financial services industry for a year, Blair founded Wealth Solutions in 1994. His goal is to make a positive difference in his clients’ lives by providing them with the knowledge, information and guidance they need to make wise financial choices. Wealth Solutions serves small-business, families and individuals.
Richard Blair understands knowledge and education empowers people and gives them confidence. So he doesn’t just give financial advice, he educates his clients about investing and financial planning to enable them to avoid the common pitfalls in retirement planning and craft an effective strategy for moving seamlessly from the workforce into the retirement they envision. Richard Blair draws on his knowledge and experience with retirement planning and provides his clients with the personalized, professional advice they need to reach their retirement goals.
Blair offers his clients objective, unbiased financial advice and customized, investment, wealth preservation and retirement strategies to help them attain their personal financial goals.
For more information, connect with Richard Blair on LinkedIn.