Small businesses, families, and individuals in the Austin area seeking to maximize their investment portfolios and plan for retirement have access to a powerful ally in Richard Blair of Wealth Solutions. Blair’s dedication and knowledge in the financial arena coupled with his family’s teaching background led him to start the company in 1994. Today, Wealth Solutions, a Registered Investment Advisory firm out of Austin Texas, provides a positive impact on its clients’ present and future financial well-being through a well-rounded, customized approach known as the Three Pillars.
Each of the three pillars focuses on a specific time frame in an individual or company’s financial life. Pillar 1 assesses the client’s present status, identifying short and long-term financial goals. During this time, Blair determines intrinsic and extrinsic opportunities such as assets, debts, liquidity requirements, strengths, risk tolerance, and growth potential. He then customizes his approach to meet set goals and objectives. Pillar 2 focuses on developing and implementing plans which meet the client’s financial investment requirements in the long-term. This is the time when Richard’s knowledge and inherent talents allow him to tailor his strategies to the volatility of the markets in order to maximize investment portfolios.
Once objectives are identified and strategies are implemented, Blair works with his clients to ensure asset protection through advisement regarding long-term care options, life insurance needs, and retirement annuities. This is the third tier of a living and breathing system, during which, Richard continues to evaluate the client’s financial performance and make adjustments as required. Blair’s advice is objective and, and he consistently screens for potential conflicts of interest.
While working closely with his clients, Richard Blair’s knowledge base and advising ability have grown extensively. He graduated from the University of Houston in 1993 with a Bachelors degree in finance and has achieved multiple certifications from a number of financial programs. Presently Richard is certified as a specialist in annuities, estates, trusts, funds, taxes, and retirement income. Today, Wealth Solutions has expanded its services to areas outside of Austin, such as Marble Falls, Georgetown, Houston, Bastrop, and New Braunfels. His services allow his clients to fulfill their financial goals, plan for retirement, and enjoy the fruits of their labor afterward.
To learn more, visit http://www.wealthsolutionsria.com.