In the Anthony Cioe article, “Richard Blair Providing Sound Investment and Wealth Solutions to Clients in Austin, Texas” the author discusses Richard Blair of Wealth Solutions and the hopes of the company to help people grow and manage their assets.
Blair has a variety of qualifications and certifications including CFS, CAS, CES, and RICP. Wealth Solutions I a Registered Investment Advisory firm where Blair and his team seek to create plans and systems for their clients to achieve their wealth and financial goals. Learn more: http://www.wealthsolutionsria.com/p/my-story
The system takes a three-pronged approach to wealth management which allows them to quickly understand the client’s retirement needs and current financial situation in order to create a personalized plan for each client.
The first pillar is designed to create a roadmap for the clients. This helps the firm and the client understand the strengths, risk tolerance, and growth opportunities to inform their financial goals. Learn more: http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/
The second aspect of the plan is revealing a long-term strategy to help meet the needs of the client’s goals. This is individualized according to the client’s specific liquidity needs. Blair will manage the assets and reallocate them according to the goals to maximize the portfolio’s gains.
The third step in the plan is creating strategies to help the clients reach their investment goals, while educating them on their insurance needs.
Richard Blair has been constantly surrounded by the education world. His grandmother, his wife, and even his mother were all teachers. Through their influence, he discovered the huge impact education can have upon a person’s confidence and quality of life. Throughout college he discovered he was skilled in finance. The skills combined with the educational influence of the women in his life led him to a career in teaching others about their financial investments and planning. He began his own firm after graduating college.
Wealth Solutions was founded in 1994 by Richard Blair after working in the financial services industry for a year. He wanted to provide individualized service and professional advice to his clients. Weal Solutions creates plans for wealth management, investment, and financial planning for people located in the Austin, Texas area.