7 Jan

Wealth Solutions and it’s Three Pillar Financial Planning Process

Richard Blair’s financial advisory services firm, Wealth Solutions, offers excellent services that ensure the growth and protection of its clients and their assets. Richard is highly qualified and experienced with several professional certifications including CES, CFS, RICP, and CAS. His Registered Investment Advisory (RIA) firm has served countless satisfied clients over the years.

Wealth Solution’s Financial Planning Process

Richard holds the opinion that all his clients need a solid financial plan that enables them to achieve their goals. Thus, he strives to arm the local Austin, Texas, community with excellent retirement planning and wealth management services. Richard follows a three pillar approach that discovers a client’s financial situation and their retirement needs before coming up with a customized plan.

Pillar one: It’s specifically designed to assist clients to come up with a financial roadmap. It identifies goals, risk tolerance, strengths, and growth opportunities. It’s only after understanding a client’s financial situation can one help them forge a financial plan.

Pillar two: Here, a long-term strategy is forged to meet the client’s investment needs. The strategy is tailored to a client’s investment goals and liquidity needs. Richard manages and reallocates assets to ensure maximum performance of his clients’ portfolios. He also minimizes any negative effects that their portfolios may face should the markets perform poorly.

Pillar three: Here, Richard Blair Wealth Solutions concentrates on his client’s insurance needs including life insurance, annuities, and long-term care. He ensures that his clients and their families are well cared for even after retirement.

Today, Richard Blair Wealth Solutions continues to provide objective and unbiased advice to his clients without any conflict of interest. He puts the interests of the client above his own.

Richard Blair and Wealth Solutions

Richard Blair is the owner and proprietor of Wealth Solutions, an investment advisory service firm that he founded in Austin, Texas. Richard started Wealth Solutions to serve individual clients, small business owners, and families.

After graduating from the University of Houston with a bachelor’s degree in Finance, Richard immediately started working in the finance industry. In 1994, he opened Wealth Solutions, an independent firm that provides objective and unbiased financial advice to clients sans any conflict of interest. Since then, Richard has increased his experience and knowledge in retirement planning.