Wealth Solutions is a registered advisory firm based in Austin, Texas. As the name suggests, Wealth Solutions helps its clients to grow, protect, and manage their wealth. Led by Richard Blair, an influential partner, and advisor, Wealth Solutions supports its customers in developing investment and financial plans. Blair is a highly-profiled financial expert with several certifications such as CFS, RICP, CES, and CAS.
Wealth Solutions’ financial planning process
Through Wealth Solutions, Richard Blair commits to helping the Texas community in developing a solid financial plan by providing retirement planning and wealth management services. Wealth Solutions embarks on a three pillar approach to discover its clients’ financial needs as well as their retirement needs. Through the three-pillar approach, Wealth Solutions can come up with a holistic plan customized for each customer.
It is designed to help the clients lay out their financial plan. It assesses their financial strength, opportunities, goals, and risk tolerance. With this approach, Wealth Solutions understands specific needs of a client.
It is used in developing a long-term strategy that meets specific client’s needs. The approach is tailored to particular client’s investment needs and liquidity. Mr. Blair reallocates and manages a client’s portfolio to enhance maximum performance while reducing the expected risk.
After establishing strategies to achieve a client’s goals, Richard Blair evaluates their insurance needs through the suitable life insurance and annuities.
According to Crunchbase, as the financial markets take a new shape, Richard Blair Wealth Solutions adapts and readjusts its financial strategies to fit the changing environment. The firm commits to developing dynamic and conservative investment solutions. As such, clients can increase their earning while minimizing the expected risk. Wealth Solutions determines the goals and financial situation of a customer before developing a retirement plan.
About Richard Blair
Richard Blair’s decision to venture into investment advisory services was influenced by his firsthand experience with educationists. Having born to a family of teaching background, Richard Blair learned that teaching grows one’s confidence and knowledge.
Since its inception, Wealth Solutions has continued to provide unbiased and objective investment advice to all its clients. Besides, Richard has gained extensive experience and skills in financial and retirement planning. Richard Blair specializes in helping clients to bridge the gap between a retirement plan and living in it. He helps them avoid common financial pitfalls as well as prescribing the effective strategies.