Based out of Austin, Texas, Wealth Solutions is a Registered Investment Advisory (RIA) firm created with the goal of protecting, growing, and managing client assets. Founded by Richard Blair, who has vast experience and certifications in CAS, CES, RICP, and CFS, the firm is set on providing wealth management and retirement planning services to its clients.
Richard believes that everyone should have a solid plan in order to achieve their financial goals. Wealth Solutions follows a three pillar strategy to financial planning allowing for quick analysis of client financial situations. This unique strategy also enables Wealth Solutions to customize each plan specifically to the client.
Pillar 1 is designed to layout a client’s financial roadmap. With clear identification of strengths, risks, goals, and potential growth, the financial roadmap provides a vision to the client on where the overall plan is going.
Pillar 2 involves developing a long-term investment strategy. The strategy is customized based on a client’s liquidity and investment goals. Richard allocates and manages assets in a way that ensures maximum gains from a client’s portfolio. This strategy also minimizes losses when the market would otherwise have a negative impact on investments.
Pillar 3 factors insurance strategies into the mix. After establishing a client’s goals and strategies for success, Richard includes long-term and life insurance needs into the equation.
According to Creditor Weekly, Richard Blair Wealth Solutions seeks to make a difference in the lives of individuals and families. Wealth Solutions is an investment advisory firm based out of Austin, Texas. Richard’s family comes from a long line of teachers giving him firsthand insights as to how education provides both knowledge as well as confidence.
With a natural aptitude towards finance, Richard quickly utilized his skill set towards helping others with financial planning and investments. Soon after college, Richard founded his own independent firm with the goal of providing unbiased and objective information to his clients.
Through years of work, Richard has acquired a diverse background of knowledge in retirement planning. He specializes in educating his clients so that they may bridge the gap between retirement planning and living in retirement. He understands the common pitfalls and has developed unique strategies to overcome the obstacles many retirees face. Using this knowledge he is able to best provide his clients with advice allowing them to pursue a happy and successful retirement.