Wealth Solutions is a registered investment Advisory firm that is in Austin, Texas. Wealth Solutions was founded in 1994 by Richards Blair. The company’s goal is to make a significantly positive difference in the lives of individuals, families and business owners. Wealth Solutions has a three pillar approach to financial planning. Services that are available at Wealth Solutions are: wealth management, financial planning, and retirement planning. Wealth management involves creating a investment portfolio that is based on the clients needs and goals. The financial planning refers to the process of making the right decisions concerning the client’s wealth in order to pursue the client’s goals in life. Retirement planning works with individuals, families and small businesses through the many stages of retirement planning.
The first pillar the company offers is a financial roadmap of the client. This is where the strengths, goals, risk tolerance and opportunities for growth are identified. The second pillar is designed to develop an effective, long-term investment strategy. The third pillar is the clients insurance needs. This pillar helps plan for unexpected life changes by exploring life insurance, long-term core insurance and annuity.
Richard Blair has over 25 years experience in the financial industry. He has a bachelor’s degree in finance from University of Houston. He is the founder of Wealth Solutions. Richard is also a registered investment Advisor at wealth solutions. certified postions he holds are: Certified Annuity Specialist, Ceritified Estate and Trust specialist, Certified fund specialist, certified income specialist, certified tax specialist and retirement income certified professional.
Richard has always been drawn to education. Richard entered into the financial services industry in 1993 after graduating college. His goal is to help provide personalized and professionaladvice to his clients. Richard witnessed first hand that teaching can help a person’s knowledge and confidence grow. He learned this by seeing his mother, grandmother and wife help others as teachers (https://www.intelius.com/Find-Phone-Address/Austin-TX/Richard-Blair.html). Richard provides the following benefits when working with him through Wealth solutions, local assistance, long-term relationships and Certified Annuity Specialist Designation.Richard feels that face to face meetings are more personable and affective in getting to know the client’s needs and goals.