Richard Blair Transforms Wealth Solutions To One of the Best Investment Adviser
Wealth Solutions, Inc. has been providing Investment advisory services since its inception in 1994. The company targets wealthy families, small enterprises, and individuals to provide comprehensive and personalized financial planning based in Austin and other areas like New Braunfels, Marble Falls, Houston, New Braunfels, and Georgetown. The founder of the firm Richard Blair is a financial advisor who is duly registered and with 20 years of experience in providing financial services.
Richard Blair founded Wealth Solutions with the aim of bringing a positive and significant difference to individuals, families, and small businesses. He has a passion for education and a firsthand experience in teaching. His close family members are teachers, which is the reason he thought of founding Wealth Solutions to use his natural gift for finance to impact the lives of people in investments and financial planning.
Richard Blair believes planning is the starting point when it comes to pursuing financial goals. Therefore, his company Wealth Solutions was determined to provide retirement planning and wealth management to its clients in Texas. According to Blair, a financial plan is a roadmap that can guide an individual or business to achieve the milestones in life. To ensure his planning covers client’s situation and retirement needs, Richard designed a three pillar approach to offer financial planning advice to its customers.
The first pillar aims to lay a financial roadmap for the client. Blair seeks to know the goals of the client, risk tolerance, strengths, and opportunities for growth. With the information obtained from the client, Richard Blair designs a financial plan that could build a robust and lasting relationship with the client. It is usually done through helping the client understand the goals and concerns as well as ensure the client has a clear understanding of the expectations.
The second pillar is all about developing an efficient and long-term investment strategy that is tailored to the customer’s unique needs and goals. It involves performance tracking, minimizing the impact of the negative market periods and maximizing performance during upward market movement.
The last pillar is all about insurance. Blair makes sure that the client is prepared and protected with an insurance plan in case the plan does not turn out to give the expected results. For instance, Blair advises its customers about the benefits of long-term care insurance, life insurance, and annuities.