Making the most of his more than 20+ years of financial and investment expertise, entrepreneur, Richard Blair, passes along his personalized financial planning advice to clients.
Blair is of the opinion that everyone could do with a strong and reliable strategy for achieving their financial goals.
Answering this need, he founded and launched Wealth Solutions in 1994 to assist clients in the Austin and surrounding areas in Texas.
The firm provides essential support with its all-inclusive three pillar approach which includes recognizing strong points and objectives; long-standing strategy and determining insurance needs.
The first pillar of the company’s financial planning phase identifies the clients ambitions, aspirations, risk acceptance as well as prospects for development. During this time, Richard Blair Wealth Solutions builds a relationship with the client through collaboration and works to set up fundamental and key expectations.
The second pillar is intended to cultivate a valuable, long-term policy adapted to the client’s exclusive objectives and cash-flow requirements. Wealth Solutions achieves this by aggressively administering and modifying assets to secure the highest level of achievement when the market is fit while minimizing the effect during negative market times.
After establishing the aims of the clients as well as producing strategies to realize and accomplish them, the third pillar tackles the client’s insurance needs. These needs take in adequate coverage for life insurance, annuities and long-term care insurance.
Wealth Solutions, which operates as a Registered Investment Advisory (RIA) firm, makes impartial and balanced advice available to its clients by developing dynamic but conservative solutions. The firm believes strongly that comprehensive financial strategies have a need to change and become accustomed to the changing environment.
An advocate of starting financial planning at a young age, Blair is determined to make a considerable difference for individuals, families as well as small business owners.
According to Wealth Minder, with his innate skill for finance, combined with his concern for education, Richard Blair Wealth Solutions set about to assist in investment and monetary planning.
He continues with his goal to have a positive impact on people’s lives with their financial planning and investments by allowing clients to reduce risk while building wealth over an extended period of time.