Richard Blair firmly believes that there is a financial goal for each person. However, every individual needs to put in place a rigid plan to realize his or her goals. As a result, he concludes that every person should have the knowledge of the multiple wealth management skills and a knowhow about retirement planning.
Richard Blair uses Wealth Solutions to help the community in Austin, Texas to achieve their financial goals. Wealth Solutions is a Registered Investment Advisory Firm (RIA) which he started to realize his dream of helping other people. Majority of his customers are individuals and small businesses. Wealth Solutions employs a three-pillar approach to ensure that it has created a personalized plan for each of their clients.
Since Richard Blair of Wealth Solutions is determined in developing a good plan for each of his clients, he starts by creating a roadmap for their financial success. The roadmap becomes critical in establishing their financial needs. The firm has to identify the goals, strengths and weaknesses, growth opportunities and risk tolerance of each client to develop a roadmap.
The second pillar involves developing a long-term financial plan for each client using the knowledge gained in the first pillar. Their unique needs define the method for each client. Richard Blair then employs his knowledge and expertise to analyze and determine which market is right for each client. He manages the assets of his clients by investing them in areas with high profits and avoiding areas with negative growths.
Given that the investment needs of each client have now been met, Richard Blair then concentrates on meeting their insurance needs. At this stage, the life insurance, investments, and long-term care are taken care of.
Who is Richard Blair?
Richard Blair is the man behind Wealth Solutions. He started the company in 1994 to help his clients realize their financial, investment, and retirement dreams. The company’s main offices are in Austin, Texas. His desire to help other people in Austin was as a result of inspiration he derived when he saw his grandmother, mum and wife educate other people as he grew up.
Richard Blair has a rich academic background. He went to the University of Houston where he graduated with a degree in finance. Later, he started Wealth Solutions to provide advice and develop retirement, wealth creation and preservation strategies for his clients. He is passionate about helping other people achieve their dreams.
To learn more, visit http://www.wealthsolutionsria.com.