Richard Blair of Wealth Solutions offers a wide array of financial services for his clients. He has a lengthy resume of providing sage financial advice and developing a sound, forward-looking plan for his clients. His services and knowledge help people grow, protect, and wisely manage their assets. Wealth Solutions is a Registered Investment Advisory firm with a successful track record of helping clients at every stage of their financial life. This would include starting a savings or investing plan, and then every step toward retirement planning. Wealth Solutions under the leadership of Richard Blair is a strong ally for financial life. Learn more: http://creditorweekly.com/index.php/2016/05/26/investment-strategy-with-richard-blair/
The Three Pillars Approach is the framework in which Blair and company advise and work with clients. Pillar one is when a financial roadmap is designed according to each client’s circumstances. This involves developing a working relationship with the client by determining things like risk tolerance, goals, and identifying good opportunities for growth.
Pillar two is the implementation of a long-term strategy. This is in accordance with the client’s goals and cash flow needs. Richard Blair provides active management to take advantage of good market conditions. In the same way, he gets conservative when the market is declining to protect the monetary base and help minimize losses.
Pillar three is determining the client’s need for insurance at various stages of life. Blair has extensive credentials and provides timely answers regarding a client’s need for life insurance. With the uncertainty of life, his knowledge can help clients prepare for life’s curve balls. Disability insurance and annuities are also part of this pillar.
Richard Blair was strongly influenced by his family’s teaching tradition. With several close family members having served as teachers, he was inspired to teach as well in the financial realm. By providing financial education Blair helps customers enjoy their lives with fewer worries about money. He excels at helping individuals, families, and small businesses achieve a greater health in their financial lives.
Wealth Solutions is based in Austin, Tx. They also serve surrounding areas such as Marble Falls, Houston, Bastrop, New Braunfels and Georgetown. Richard Blair has extensive credentials in the world of finance. Some of these include Certified Annuity Specialist® (CAS®), a Certified Estate and Trust Specialist® (CES®), a Certified Fund Specialist® (CFS®), a Certified Income Specialist® (CIS®), a Certified Tax Specialist®(CTS®), and a Retirement Income Certified Professional® (RICP®). He has the knowledge and ability to give clients peace of mind. Learn more: http://www.wealthsolutionsria.com/p/my-story