Financial planning is important, and most people need guidance when planning their future. That is where Mr. Blair comes in. Richard Blair of Wealth Solutions has been providing financial advice to the residents of Austin.
Blair is a highly qualified and experienced advisor and has received different certifications over the course of his career. With skills and knowledge, Blair has been able to lead people to manage their wealth and investments.
He believes that all people need to have a solid plan that will allow them to pursue and achieve their goals. That is why he aims to provide his clients with management services.
Richard follows a comprehensive process in providing the wealth management services. The process allows him to discover the customers’ needs and retirement plans. The process involves three pillars:
Pillar one: in this stage, Richard and his team lay out a roadmap for the clients. They identify the customer’s needs, goals, risks, and growth opportunities. Richard takes the time to understand the customers’ needs which help him to develop an excellent roadmap.
Pillar two: once the customers’ goals are established, the team develops a long-term strategy designed to meet the needs of the customers. Richard is responsible for managing assets to ensure that performance of the customers’ portfolio. The performance is monitored according to the customer’s expectations and goals.
Pillar three: even with proper financial planning, one cannot predict the financial hits and pitfalls. That is why people need insurance to help them manage the impact. Wealth Solutions Company meets the Insurance needs of the clients. This includes life insurance and long-term care.
About Richard Blair
From a young age, Richard was attracted to the world of education. Combining his love for education and finance, Richard decided to help people with their investments.
Richard Blair began his career in 1993 soon after graduating from college. He founded the Wealth Solutions Company in 1994 to provide professional and financial advice to the clients in Austin.
He has focused his skills on financial management and retirement planning. Richard has helped his clients to bridge the gap between their retirement and planning. Over the years, he has helped the clients avoid the challenges.
Richard holds a Bachelor degree in Finance in Finance and Financial Management Services from the University of Houston.
He is a Certified Retirement Income Certified Professional and Certified Tax Specialist among other certifications.