Richard Blair is the founder of Wealth Solutions. The main objective of the company is to offer investment solutions to people within Austin, Texas. Wealth Solutions allows clients to increase, protect and manage their assets. Richard Blair is highly experienced when it comes to investment solutions and has various qualifications and accreditations such as CES, CAS, CFS, and RICP. His dream has always been to use education and knowledge to help people become financially free. Wealth Solutions is based in Austin, Texas and operates as a Registered Investment Advisory (RIA) company
Wealth Solutions works in a very strategic manner in the sense that it has a three-level financial plan that it uses to serve its clients. According to the Richard Blair, every individual has the capacity to create wealth. He believes that all a person needs is a solid plan which will make it easy for them to attain their financial goals. His aim is to provide sound investment solutions to the people of Austin, Texas. To achieve that objective, Richard came up with three pillars that are meant to help clients achieve their financial goals.
The first pillar is specifically designed to assist all clients to draw a financial
roadmap. The main purpose of this pillar is to analyze a client’s financial status and determine his or her goals, strengths, growth opportunities and the ability to withstand risk. This first step is crucial because by understanding the financial background of a client, the company can easily help in designing a financial roadmap for them.
The second pillar, on the other hand, is designed to help clients in developing long-term strategies that suit their specific needs. This pillar is specifically designed to a client’s liquidity investment goals as well as liquidity needs. It is at this stage that Blair reallocates assets to ensure maximum benefit in a client’s portfolio. Richard Dwayne Blair also ensures that his client’s investments risk level is kept low.
Finally, the company has a third pillar where Richard takes care of the client’s insurance needs. This is after analyzing a client’s financial needs and helping him or her develop an appropriate financial roadmap. The insurance includes life insurance, long-term care, and annuities.Click Here for more information.
Richard Blair’s passion for providing investment solution services was influenced by his childhood background. Both his mother and grandmother were teachers and as a child, he could see how the power of knowledge could transform the lives of other people.