Providing families, individuals, and small businesses of Austin, Texas with the tools they need to reach their financial goals is the aim of Wealth Solutions, a Registered Investment Advisory (RIA) firm established by Richard Blair.
Through personalized retirement plans, investment, and wealth preservation strategies, Blair helps clients to understand their options to grow and manage their capital, guiding them to practical solutions that meets their needs. He is a committed, unbiased, and reputable financial advisor, accomplice and coach. His credentials include, Certified Annuity Specialist (CAS), Certified Estate and Trust Specialist (CES), Certified Fund Specialist (CFS), and Retirement Income Certified Professionals (RICP).
In order to successfully meet the needs of his clients, Wealth Solutions implements a comprehensive process for financial planning. However, if the situation arises, a unique, personal plan for a client can be designed.
An individualized portfolio and three pillar approach used by Blair enables him to identify where he should focus his efforts. He takes into consideration the current and future financial situations of his clients to understand where they are now and what their future hopes in investing or retirement may be.
Pillar 1: Because Richard Blair Wealth Solutions wants to provide each client with a good plan, he begins by creating a roadmap for their finances that ultimately becomes their investment portfolio. This is necessary to assess the bigger picture by knowing where the client can improve, as well as their financial strong points.
Pillar 2: With the current situation and investment goals of the client in mind, pillar two is geared towards solidifying a long-term financial strategy. By monitoring the market, Richard Blair can move and manage a client’s assets to make sure he can maximize performance and minimize negative impacts of their investments.
Pillar 3: Already having solidified a plan for where to focus his efforts, Blair uses pillar three to help clients finish their portfolio. This last pillar outlines how they will reach their insurance needs for investments, life insurance and long-term care.
About Richard Blair
A family history of teaching, along with his financial abilities, inspired Blair to start Wealth Solutions in 1994.
A passion for increasing knowledge and confidence, while serving others was instilled in him at a young age as he watched both his grandmother and mother help their communities through education. Blair continues to provide outstanding financial advice to the Austin, Texas community.