Wealth Solutions, founded by Richard Blair, is an investment advisory company and provides financial services that allow clients to grow, protect and manage their assets. The company, based in Austin, Texas is a Registered Investment Advisory (RIA) firm.
The firm follows a three step process to discover the client’s financial status and asses their retirement needs and privately owned. Richard Blair and his team are committed to developing a financial plan that is customized for each individual client and their particular goals and needs. The overall goal is to enhance positive growth while minimizing negative impacts.
According to Data Fox, the three step process, utilized by Richard Blair Wealth Solutions includes the following: step one identifies the client’s current financial condition, along with strengths, goals tolerance of risk and retirement needs.
Step two is used to develop a long term strategy to meet the client’s investment needs and assure maximum performance of portfolio during economical good times and minimizing negative impact when the investment period has taken a negative direction. Step three identifies insurance needs including long term care life insurance and annuities plans.
Wealth Solutions continues to provide financial advice that is unbiased and objective. The skill and experience displayed by Blair and his team allows Wealth Solutions to help clients make the best possible decisions concerning their financial and investment needs while enabling client’s to grow investments and meet retirement needs.
As the industry changes, Wealth Solutions continues to change by adapting new methods and strategies to continue to meet client needs.
Richard Blair is the founder of Austin, Texas based Wealth Solutions, a privately held company. His goal is to make a significant and positive difference in the lives of small business owners, families and individuals by providing wealth management and retirement services to clients.
He helps client to bridge the gap between planning for retirement and living in retirement. Blair’s strategies help clients avoid common pitfalls and speed bumps easily encountered in retirement planning, as well as wealth management.
According to Bright Scope, Richard Blair Wealth Solutions was greatly influenced by the world of education. His mother, grandmother and wife were all teachers and Blair saw firsthand how education can help the level of knowledge students acquire, but how education and knowledge inspires self confidence.
With his interest in finance, Blair took his college degree and he stepped into the world of financial services. Blair founded his own company to provide financial strategies for wealth management and retirement. Wealth Solutions provide personalized and individual solutions for clients.