Category Archives: INVESTMENT ADVISOR]

Wealth Solutions: Creating Strategic Plans for the Future

Wealth Solutions is a Registered Investment Advisory firm based in Austin, Texas that specializes in quality investment advisory options. Richard Blair, the founder of Wealth Solutions, has a strong belief that everyone should create an efficient and logical plan that will allow them to achieve all of their financial goals, and because of this, he has been striving to provide the community of Austin, Texas with concrete wealth management services and retirement planning. Richard Blair begins the process by creating a quality investment portfolio that is tailored to the needs of each individual client. The model that Wealth Solutions utilizes is a formatted three-step approach that will quickly give them a full understanding of a client’s current financial issues, as well as their needs regarding their impending retirement. The first step is for the experts at Wealth Solutions to identify the strengths, weaknesses, and overall opportunities for growth in order to create an efficient financial roadmap. In the second step of the process, Wealth Solutions aims to create a long-term strategy based on the liquidity of the client and their goals regarding investment. By implementing a reallocation process, Richard Blair of Wealth Solutions is able to maximize the potential of a client’s portfolio, while also avoiding pitfalls during market downturn periods. After the first two steps have been achieved, Mr. Blair will deliver on the goals that the investment strategies have emphasized, including areas such as annuities and life insurance.

Wealth Solutions was started by Richard Blair in 1994 after he graduated college, as a result of the teaching background of his family. During this period, Mr. Blair decided to offer personal financial services to small businesses, families, as well as individuals. Because Mr. Blair’s mother and grandmother were heavily involved in the education field, he was able to gain and understand the explicit knowledge that teaching could provide, and he took this garnered information to heart, transforming these ideas into a lucrative financial advisory firm. As a result of Mr. Blair’s hard work and dedication, his firm has continued to provide their clients with an unbiased and objective perspective on the intricacies of financial investment since it’s inception. Today, Richard Blair has over 20 years of experience in the field of financial advisement and continues to assist clients in shortening the gap between retirement planning and the reality of existing and prospering once it finally takes place. Learn more: http://www.wealthsolutionsria.com/contact