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Richard Blair, the Financial Adviser

Posted on September 24, 2017 in Financial Wealth Solutions

Richard Blair is the founder of Wealth Solutions based in Austin. He founded the company in 1994. The enterprise operates as a Registered Investment Advisory, RIA firm to offer professional and personalized financial planning services. Blair established the company to impact the lives of business owners, families and individuals positively. Richard’s grandmother, mother, and wife were teachers. It is this family teaching background that inspired him to provide advisory services to others. Blair believes that education increases one’s knowledge and boosts their confidence. He offers financial planning services, wealth management, retirement planning, and investment services throughout Austin. Through his firm, Richard has helped many clients manage, protect, and grow their assets. Learn more: http://www.manta.com/c/mtr4ztj/wealth-solutions

 

Richard Blair of Wealth Solutions has invaluable skills and knowledge that allow him to empower others. With over two decades of financial expertise, he imparts them with objective financial advice and know-how. Richard has been in this business since 1993 when he graduated from college. Though Wealth Solutions is a single location business based in Austin, it serves other parts of the US such as Bastrop, Georgetown, Marble Falls, and New Braunfels.

 

Wealth Solutions conducts its financial planning process using a three-pillar strategy (http://www.wealthsolutionsria.com/blog). This approach makes it easy to understand the client’s financial situation. It also makes it easy for the firm to develop a holistic plan for each customer based on their needs. The first pillar is precisely tailored to assist clients to forge their financial roadmap. This guide lays out the financial roadmap by identifying the clients’ goals, growth opportunities, strengths and risk tolerance. The second pillar is designed to a precise investment goal or liquidity requirements. This tactic assists in developing the clients’ long-term plan and their investment needs. The third component of Wealth Solutions’ financial planning process is designed to meet the clients’ insurance needs. Blair has been committed to ensuring the long-term care, annuities and life insurance needs of all his customers are satisfied.

 

Over the years, Richard has polished his knowledge in retirement planning. He has helped many clients meet their retirement by prescribing working strategies. Blair’s aim is to assist his clients in pursuing their vision of a successful retirement. Richard Blair holds a Bachelor’s degree in Finance from the University of Houston. He also holds other certifications including RICP, CFS, CES, and CAS. Richard continues to combine his experience, knowledge, and natural gift for finance in helping individuals and families in their financial and investment planning process. Learn more: http://www.wealthsolutionsria.com/p/my-story