The Financial Planning Advice By Richard Blair

Richard Blair is the Founder of Wealth Solutions. This company offers top services to its clients in order to help them grow and manage their assets. In fact, clients consider Richard Blair to be a resourceful advisor. He is highly experienced as well as qualified too. His certifications include CAS, CES, besides RICP as well as CFS. Learn more: http://www.wealthsolutionsria.com/p/my-story

 

 

Wealth Solutions is based in Austin, Texas. It is a Registered Investment Advisory (RIA) firm. Learn more: https://www.crunchbase.com/person/richard-blair

 

 

Richard Blair of Wealth Solutions advises everyone to have a solid plan in order to pursue their financial goals. His company is providing services in wealth management as well as retirement planning to its clients in Austin, Texas. Learn more: http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/

 

 

There is a three pillar approach being followed by this company. This way the firm is able to realize the financial situation of the clients along with their retirement needs. This allows the firm to come up with a customized plan to suit each client.

 

 

The first pillar helps the client to lay down their financial roadmap. This would mean identifying the strengths, and goals, besides the risk tolerance as well as growth opportunities for the client. This helps to understand the client. Hence it becomes easy to come out with a proper financial roadmap to be followed by them.

 

 

The second pillar will be used for developing a long-term strategy. This has to be designed to meet the varying investment needs of their client. It has to be specifically tailored as per the liquidity needs as well as the investment goals of the client. This is where Richard Blair suggests reallocation as well as managing of the assets in a way to ensure optimum performance of the portfolio of the client. This would be when the market is stable. Besides, the impact to the portfolio of the client should be minimalized when the market is not going through a positive period.

 

 

The third pillar is about determining the goals of the client. Now strategies have to be developed in order to achieve them. This would include long-term care that would mean life insurance and annuities.

 

 

Richard Blair comes from a family that had a teaching background. Now he wants to provide financial advice to individuals, as well as small businesses along with families. He realized how teaching enhances knowledge as well as the confidence of a person.

 

 

Today, his firm is providing unbiased as well as objective advice to its clients without any conflict of interest. Richard Blair has a lot of knowledge and skill to be able to impart financial knowledge to clients. Learn more: https://www.brightscope.com/financial-planning/advisor/218993/Richard-Dwayne-Blair/