Wealth Solutions offers top services that allow its clients to grow, protect and manage their assets. Clients find a resourceful partner and advisor in founder Richard Blair. Blair is highly experienced and qualified with several certifications including CAS, CES, RICP and CFS.
Wealth Solutions is an Investment advisory firm that is based in Austin, Texas. It operates as a Registered Investment Advisory (RIA) firm.
The Financial Planning Process Followed by Wealth Solutions
Blair believes that everybody needs a solid plan that allows them to pursue all their financial goals. Therefore, he aims to arm the Austin, Texas, community by providing wealth management services and retirement planning to clients.
Wealth Solutions follows a comprehensive three pillar approach. This allows the firm to quickly discover their client’s financial situation as well as their retirement needs. It is also easy to come up with a holistic plan customized for each client.
Pillar 1: It is specifically designed to help the client lay out their financial roadmap. It identifies their strengths, goals, risk tolerance and growth opportunities. By understanding where a client is coming from, it is easy to help them forge a great financial roadmap to follow.
Pillar 2: This pillar is used to develop a long-term strategy that meets the investment needs of the client. It is tailored to a specific client’s liquidity needs and investment goals. Richard reallocates and manages assets to ensure maximum performance of a client’s portfolio when the market is suitable, while reducing the impact to their client’s investment during negative market periods.
Pillar 3: After determining a client’s goals and establishing strategies to achieve them, Richard meets their insurance needs. This includes long-term care and life insurance as well as annuities.
Blair’s decision to offer financial services and advice to individuals, small businesses and families was largely influenced by his family’s teaching background. His grandmother and mother were teachers and he got to witness how teaching grows one’s confidence and increases their knowledge. Therefore, together with his love for finance, Blair started Wealth Solutions in 1994 to serve clients around Austin, Texas.
Today, his firm has continued to provide unbiased and objective advice to all clients with no conflict of interest. Richard has gained immeasurable knowledge and skill that allows him to impart financial knowledge and advice to clients enabling them to grow investments and meet their retirement needs.
Learn more about Richard Blair: