Richard Blair of Wealth Solutions, based in Austin, Texas, provides financial advice and wealth management services. He founded the company in order for his clients to meet their financial objectives through steering them towards a plan this is underpinned by three main pillars.
According to Creditor Weekly, Richard Blair Wealth Solutions graduated from the University of Houston with a Bachelors degree in Finance and Financial Management Services. Richard has also obtained the certification of a Retirement Income Certified Professional (RICP).
The first pillar is to develop a financial map customized to the client’s goals, risk tolerance, and strengths. The second pillar is to manage their wealth with a long-term strategy in place that meets both their investment goals and their liquidity needs. The third pillar is Blair making sure the client’s insurance needs are met such as with annuities, life insurance, and long-term care.
To this end he founded Wealth Solutions in 1994 and has been serving the Austin community ever since.
Richard Blair Wealth Solutions has a commitment to providing his clients with unbiased information and always acting in their best interests. Through his 23 years in the field, he has developed a breadth of financial knowledge and the skill to effectively steer each client’s plan.
Blair believes that as markets change so too should financial strategies in order to take part in the markets going up while minimizing risks. He has also skillfully addressed those of his clients who are mostly seeking to preserve their wealth and for them develops a conservative approach so that they are able to meet their goal of leaving an inheritance behind.