According to Bright Scope, Richard Blair Wealth Solutions is a qualified wealth management and investment services professional based in Austin, Texas. Blair attended the University of Houston and graduated with a Bachelor’s degree in Financial Management Services. He is a Retirement Income Certified Professional (RICP) which puts him in a good position to offer advice on retirement planning.
He is also a Certified Annuity Specialist (CAS), a Certified Fund Specialist (CFS), a Certified Income Specialist (CIS), and a Certified Tax Specialist (CTS). Blair specializes in wealth management, insurance, portfolio management, and mutual funds.
Wealth Solutions, Inc. is a registered investment firm that provides personalized financial planning. It was founded in 1994. The company’s clients range from wealthy families and individuals to entrepreneurs and small business owners.
The enterprise has served clients from Georgetown, Houston, Bastrop, and Marble Falls. Blair has amassed years of experience in retirement planning. He is considered one of the top financial planners in Texas. Wealth Solutions has grown to become a relatively successful company. It has a staff of four people.
Richard Blair said that people must design a stable plan for them to achieve their financial goals. He helps his clients to come up with a plan that suits their needs by offering wealth management and retirement planning services. Blair has developed three pillars to draft a sound financial plan for his clients.
The first pillar is where Blair sits down with his client to come up with a map that they will follow. He establishes the strengths, opportunities, and goals of the customer to understand them better during this stage. This is important because it means that he knows the current situation of the client.
The second pillar constitutes laying out the long-term strategy that will help the clients to reach their goals financially. The long-term plan is developed from the information established in the first pillar. It is tailored to meet the liquidity needs and goals of the client. Blair restructures the assets of the portfolio of a customer so that they can realize more returns during this stage.
The third pillar is the shortest. It is a vital stage all the same. Richard Blair works to meet the insurance needs of the client which includes long-term care and life insurance. This is basically to cement the financial security of the customer in the future by setting up structures to protect them from risk.