Richard Blair is financial advisor based in Austin, Texas. He is the founder and owner of Wealth Solutions, a registered investment firm based in his home area. Mr. Blair has always had the passion for helping people in handling their finances. This love for education comes from the fact that he believes in the power of education to transform people’s lives.
Mr. Blair has interacted closely with teachers who include his mother and wife and realized that teaching had a significant impact on one’s confidence and knowledge. Armed with this discovery and his own resolute to help other people he set out to teach people on financial planning.
Richard Blair Wealth Solutions is an investment advisory firm that offers personalized financial planning, investment advice, and wealth preservation techniques to its clients. Their clients include small enterprises and families. They believe everyone has a unique plan and they try to come up with customized solutions to match their desired goals.
The solutions they offer are dynamic to match up with the constant changes in the financial markets. To consult their clients efficiently, Wealth Solutions follows a particular three step procedure. In the first step, they seek to know the customer’s goals and match this up with their strengths, weaknesses, risk tolerance and opportunities available.
The next step involves coming up with long-term solutions and strategies to employ to achieve the goal. Here resources are allocated efficiently to take advantage of the financial markets. According to Creditor Weekly, in the last step, Richard Blair Wealth Solutions meet the clients’ insurance needs. By using this procedure, they can understand the customer well and form the required action plan to be undertaken.
Mr. Blair is an alumnus of the University of Houston where he got a Bachelor’s degree in Finance and Financial Management Services. He is a registered investment advisor with certifications including RICP, CFS, CAS and CES. After graduating from college in 1993, he entered the world of financial services, and in 1994 he was able to form his company, Wealth solutions.
In his, over two-decade experience in offering financial services, Blair has amassed immense knowledge and skills making him a master of his craft. He continues to impact the people through his firm by providing advice on investment and strategies in planning for retirement. Mr. Blair continues to advise people so as to ensure that they attain their planned financial goals.