Wealth Solutions Secures Your Future Personal Finances

Richard Blair of Wealth Solutions is a registered investment advisor with more than 20 years of experience. He holds certification in CAS (Certified Annuity Specialist), CES (Certified Estate and Trust Specialist), RICP (Retirement Income Certified Professional), CTS (Certified Tax Specialist), CIS (Certified Income Specialist), and CFS (Certified Fund Specialist). Blair graduated with a Bachelor’s Degree in Finance from the University of Houston. So, he entered the field of financial services in 1993. Blair has became a specialist in retirement planning by helping customers avoid the common mistakes in retirement planning and suggesting effective methods. Learn more: http://www.wealthsolutionsria.com/p/my-story

 

Wealth Solutions is a privately-owned firm located in Austin, Texas. In addition to Austin, the areas of Marble Falls, Houston, Bastrop, New Braunfels, and Georgetown are served by the firm. Blair, himself, established the firm in 1994 as he was inspired by his passion for finance. The major customers of Wealth Solutions, Inc. are wealthy families, individuals, and small business owners. This firm has four employees. The yearly revenue for WSI is $401,861. WSI is committed to making changes in financial strategics with respect to the changing environment in financial markets. Non-biased advice is given to clients without any type of competing interest.

 

Blair thinks that collaboration is fundamental for success in wealth management. The method used by Blair involves three pillars. In pillar 1, the client receives assistance in setting out his or her financial plan. The financial plan comprises a list of strengths, goals, market volatility tolerance, and opportunities for growth. Long-run strategies are developed in pillar 2 to satisfy client’s investment needs. Liquidity needs and investment goals are taken into consideration when creating a plan for the client. Strategy customization is crucial for the clients because one that strategy will not always work for every client. Every client has different needs and goals. Assets are reallocated and managed to guarantee the highest portfolio returns. In pillar 3, the insurance needs (i.e. life insurance, long-term care, annuities) of the client are reviewed. Richard’s family background in education was the key influence for pursuing his career as an investment advisor. His mother, grandmother, and wife were teachers. Learn more: http://www.manta.com/c/mtr4ztj/wealth-solutions

 

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