Wealth Solutions is a financial services company providing investment advisory and comprehensive financial planning solutions. Richard Blair is the founder-owner and a highly qualified financial expert. He holds numerous industry certifications. Some of these include Retirement Income Certified Professional and Certified Tax Specialist. Additionally, he is also a Certified Annuity Specialist and a Certified Fund Specialist among many other financial certifications. The SEC also approves Wealth Solutions as a registered investment advisor. Learn more: https://www.crunchbase.com/person/richard-blair
Richard Blair employs a distinct and holistic strategy to financial planning. He believes in meticulous planning to enable clients to enjoy retirement and financial freedom. Planning allows the company to evaluate a customer’s financial position and to deliver customized solutions that achieve their financial goals. The discovery phase involves establishing a client’s strong points, risk tolerance, goals and development opportunities.
Richard Blair then develops a long-term strategy. This tactic factors in the customer’s ongoing cash flow needs and their investment objectives. It then becomes easier to match clients with highly-performing portfolios. The portfolios maximize client investments and protect their wealth from market fluctuations. Richard Blair of Wealth Solutions then provides life insurance and retirement solutions. Learn more: http://creditorweekly.com/index.php/2016/05/26/investment-strategy-with-richard-blair/
Richard Blair comes from a family of educators. He is passionate about education in the financial services industry. He has a strong focus on improving the lives of communities and small business owners. Richard Blair thrives in providing customized financial solutions that enable clients to realize their retirement goals. Holistic retirement planning enables individuals to take control of their retirement.
Richard Blair believes investment strategies must be able to adapt to the dynamic nature of financial markets. His solutions maximize high-yield opportunities while managing related risk. Through Wealth Solutions, he can assist clients to grow their wealth, earn a stable income in retirement and maintain a substantial estate for their heirs.
Wealth Solutions was established in 1994 and is based in Austin, Texas. It provides wealth management as well as financial and retirement planning services. The company controls more than $55 million in client portfolios.
Richard Blair is a financial services professional with over twenty years’ experience in the industry. His numerous certifications serve as an assurance that he is the right man for the job. They demonstrate that he has mastered the technicalities of the trade. He can also be relied upon to play by the books and observe best practices that protect you as an investor.
He is an independent financial advisor. He enjoys access to a wide variety of portfolios that enable him to personalize client solutions to meet their unique needs.