Richard Blair: Dedicated To His Clients’ Bottom Line

Richard Blair earned a B.A. in Finance, in 1993, from the University of Houston. In 1994, Richard Blair initiated Wealth Solutions, which is a privately held company, primarily serving his clients based in Austin, Texas. Richard Blair expertise is in the area of finances and investments. Blaire is a Certified Income Specialist (CIS), a Certified Estate and Trust Specialist (CES), a Certified Tax Specialist (CTS), a Retirement Income Certified Professional. (RICP), a Certified Fund Specialist (CFS), and a Certified Annuity Specialist (CAS).Learn more : http://www.wealthsolutionsria.com/p/my-story

 

According to Blair, the goal of Wealth Solutions, a Registered Investment Advisory firm, is to increase its clients’ assets with investment advice and management skills of the firm.Learn more : http://creditorweekly.com/index.php/2016/05/26/investment-strategy-with-richard-blair/

 

Blair’s decision to enter the financial profession to give advice to people and businesses was as a result of members of his family, who were teachers. He was inspired by his grandmother and mother’s dedication to teaching which builds confidence and increases knowledge. As a result, Blair wanted to help people, and he chose to do so by entering the financial profession to provide personalized and professional advice.Learn more : http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/

 

Richard Blair of Wealth Solutions has created a Finacial Planning Process by developing a three pillar approach for its clients to achieve their financial goals. The “pillar” approach efficiently and effectively analyzes its clients’ retirement needs. Wealth Solutions’ approach to economic analysis quickly discovers their clients’ financial situation as well as their retirement needs. The end goal of the Finacial Planning Process is to have a complete picture of the totality of the needs of its clients.

 

Pillar 1 lays out the client’s financial blueprint to isolate their clients’ strengths, risks, and growth potential. This pillars’ goal is to understand their clients’ point of view and perform an individual financial analysis,

 

Pillar 2 develops a program that is designed to develop a strategy to meet their clients’ retirement investment and liquidity needs. The practical effect is that the investment plan determines where to place their clients’ assets which are consistent with the financial plan and factor in periods of negative market growth.

 

Pillar 3 carves out a strategy to put in place their clients’ financial plan by deciding how to meet the insurance needs and long-term care of their clients.

 

For over twenty years Richard Blair, acting through Wealth Solutions, helped individuals and businesses overcome common perils with the goal of having a successful retirement from the University of Houston.