Category: CFS

Texas Residents Enjoying Excellent Investment Services From Wealth Solutions

In Austin, Texas, residents are enjoying sound investment, retirement and wealth preservation services from Richard Blair’s firm, Wealth Solutions. The company is committed to seeing its clients grow, manage and protect their assets. According to Bright Scope, Richard Blair Wealth Solutions has been a resourceful advisor and partner to the company’s clients. Blair is highly qualified and experienced with several certifications including CAS, CES, CFS, CIS, RICP and CTS.

According to Blair, everybody deserves a robust plan that can allow them to pursue their financial goals. He is, therefore, devoted to better the lives of the Austin community by providing them with wealth management, investment, and retirement plans.

The Three Pillars

The firm has established a three pillar approach. The approach allows the organization to discover the financial and retirement needs of the client as well as coming up with a holistic, customized plan.

Pillar 1 is designed to help in laying financial plans. This program seeks to identify the strengths, risk tolerance, goals and growth opportunities. Understanding these aspects helps the firm develop a customized financial roadmap.

Pillar 2 is designed to develop long-term strategies to meet the needs of the customer. In adherence to this pillar, the firm relocates and manages assets to ensure maximum performance and a reduced negative impact during adverse market times.

Pillar 3 is designed to establish strategies to meet the needs of the client. The firm meets the insurance requirements of the clients including long-term care and life insurances.

Richard Blair in Brief

Richard Blair is a chief investment officer and an independent financial officer. Blair is the founder of Wealth Solutions. With more than 20 years of experience in the financial services sector, he has helped his company to reach to become a leading service provider.

Blair founded the firm with a goal of providing objective advice and customized strategies regarding retirement, wealth preservation, and investment. Blair is an alumnus of the University of Houston, and he is devoted to seeing his clients achieving their financial goals.

An Overview of Wealth Solutions

Wealth Solutions is a registered investment advisory firm located in Austin, Texas. Blair founded the company with the goal of making a considerable impact and a positive difference in the lives of families, small business owners, and individuals.

The firm offers competent services in wealth management, investment services, and financial planning to their clients in Texas. The firm has a proven track record of helping its customers to develop a life-changing retirement plan.