Richard Blair is the founder of Wealth Solutions, which a leading company in providing advisory services to clients for growth, protection, and management of their assets. Blair has a vast experience in his field of operation, and his clients find him as a very important partner. Wealth Solutions is located in Austin, Texas operating as a Registered Investment Advisory (RIA) firm.
According to Crunchbase, Richard Blair Wealth Solutions believes in a solid plan for businesses because it helps one to achieve financial goals and he recommends every entrepreneur to have one. This is why he purposed to help the community in Austin, Texas by providing them with wealth management services as well as retirement planning advice.
Below is a financial planning process that the firm follows:
Wealth Solutions apply an approach that involves three pillars aimed at understanding client’s current financial situation, retirement needs which in turn helps them come up with a complete customized plan for each client.
This pillar is aimed at helping the clients to lay down an effective financial plan. It does this by identifying client’s goals, strengths, growth opportunities as well risk tolerance. On understanding their current situation, it becomes easy for the company to formulate a realistic financial plan that they can follow and achieve their overall goals.
This is a long-term strategies development stage and is designed to help meet client’s investment needs. Each client receives help depending on the investments goals and liquidity needs they have.
Blair works towards re-allocation and management of assets so as to ensure a maximum utilization and performance during favorable market periods and reduction of the same efforts during the unfavorable market periods.
Since Client’s goals have already been determined as well as the way to achieve them established, Blair then formulates for them life insurance, long-term care and annuities plans for the purpose of meeting their insurance needs.
About Richard Blair
He is determined to provide objectives advice to his clients at Wealth Solutions so that they can achieve their individual financial goals. His services include developing customized investments, retirement solutions, and wealth preservation plans.
Blair graduated from the University of Houston holding a Bachelor’s Degree in finance. He has other certifications such as CES, CAS, CFS CIS, CTS, and RICP. Away from work he spends his time with his wife Joanne and kids.