There is a lot that can be said about Richard Blair of Wealth Solutions. Really, you can cannot mention one without the other. That is because he founded the financial services business. And, what they do together is simple. As an RIA (Registered Investment Advisory) firm, the order of the day is to inform clientele on the many ways they can build, safeguard and manage their assets. These solutions are for the long run, and they really come in handy when it comes to having the resources needed for a comfortable and worthwhile retirement. The Wealth Solutions mantra is equally simple. When it comes to keeping your money, it all starts with having a plan. For this business, there are three guidelines or “Pillars” in use when it comes to helping others realize financial stability.
The first pillar is based on drafting a personal and comprehensive road map for the client. This entails identifying individual attributes, dreams, risk behaviors and potential for growth. When a client discloses everything about themselves to Wealth Solutions, it really makes writing up a plan a lot more effective. The second pillar is all about strategy. Thinking about long-term goals, a formula that involves liquid assets and safe investment actions is drafted. This means planning for good and hard times in market trends to maximize profitability. Of course, they always keep one important aspect in mind, which is the insurance needs of the client to include annuities.
These pillars work for anyone who needs them. They are successful and formulaic, to a point. They work for individuals, businesses and families all the same. It is all about teaching clients the way the financial world works and operates. By doing this, Richard and his company increases the confidence of the people they serve and build lasting relationships at the same time. All this happens in Austin, Texas. The clients that walk through the doors of Wealth Solutions receive unbiased assistance, no matter who they are or where they come from. That is the kind of worth ethic that Richard knows from being raised in a family where his mother and grandmother were teachers. Now, this legacy lives on through his professional service.
Richard Blair has a gift for sizing up any financial difficulty and figuring out what needs to be done to correct it. He is a natural. His various certifications are evidence of this fact. These are RICP (Registered Income Certified Professional), CAS (Cost Accounting Standards), CFS (Certified Fund Specialist) and CES (Certified Exchange Specialist). If you have extra money to your name but need more money than that to feel secure, he is the financial professional to call.