Wealth Solutions is a private company that offers investment advisory services to businesses and individuals. The firm was founded by Richard Blair and is headquartered in Austin, Texas. Blair established Wealth Solutions because of his firm believe that individuals need reliable plans to help them achieve their financial goals. Richard’s specific interest is wealth management and retirement planning. He has perfected on these two fields to provide businesspersons with the right advice.
Wealth Solutions embraces three key pillars that have greatly increased the efficiency of the company in identifying customer’s financial position and retirement needs. This is crucial in crafting a solid plan that corresponds to the client’s needs.
First Pillar serves as the starting point in financial planning process. Through the clients’ insights, Richard is able to become aware of their goals, strengths, growth opportunities and risk tolerance. This phase establishes a strong relationship with clients, which is instrumental in gaining a clear understanding of the customer’s goals and expectations.
The second pillar provides a ground for developing a long-term investment strategy, formulated on the basis of goals and liquidity needs. Richard uses his experience in retirement planning to draw strategies that ensure the client’s portfolio performs maximally both in upward and downward market movements.
The third pillar focuses on the client’s insurance needs. After identifying the goals of clients and crafted visionary strategies to achieve them, Richard moves ahead to find a suitable insurance cover that will cushion clients against uncertain eventualities as they journey towards financial security.
Richard Blair of Wealth Solutions boasts an impressive track record in financial planning and investment. He has used his knowledge and experience to impact positively on lives of individuals, families and businesses. Richard’s wife, mother and grandmother who all served as teachers, greatly influenced his decision to join the education field. Through these mentors, Richard evidenced the ability of teaching in growing individuals’ knowledge and confidence. Armed with mentorship coupled with his aptitude in finance, Richard ventured into helping people in financial planning and investment. After completing his college education in 1993, Richard Blair worked shortly in the financial industry before he decided to establish Wealth solutions in 1994. Since its inception, the firm has helped many people to realize their retirement and investment goals. It offers advice on how to establish successful ventures that can keep peoples’ future secured financially. Richard’s leadership has been instrumental in offering investors the right advice.