Category : CES

Richard Blair’s Three Pillar Financial Advisory Services Approach

Wealth Solutions offers quality financial services that allow its clients to grow, manage and protect their assets. Austin, Texas, natives have found a resourceful advisor and partner in the firm’s founder and CEO Richard Blair. Blair is highly qualified and experienced in financial advisory services with certifications in CFS, RICP, CAS, and CES.

Wealth Solutions is a top investment advisory firm located in Austin, Texas. The Registered Investment Advisory (RIA) firm serves individual clients, families, and businesses. Blair believes that all his clients need a good financial plan that allows them to achieve their goals. He works closely with clients to enable them to get a solid retirement plan that caters for their future needs. His goal is to arm his local community with sound wealth management services.

Three Pillar Financial Plan

According to Manta, Richard Blair Wealth Solutions has a comprehensive three pillar financial approach to helping clients meet their goals. This plan allows the firm to discover its clients’ financial situation and retirement needs before offering any advice and solutions. Richard Blair has come up with the following three pillar holistic plan for providing customized financial services.

Pillar One

The first pillar allows the client to come up with their strategic financial plan as well as their end goals. It allows the firm to identify a client’s strengths, growth opportunities, goals, and risk tolerance. This information allows financial advisors to know which strategies to use moving forward.

Pillar Two

The second pillar allows the firm to develop strategies that enable clients to reach their investment goals. Richard reallocates his clients’ assets into profitable ventures to maximize performance and increase returns on investment. He also ensures that his clients reap the maximum benefits of a well-performing market and shields them from the effects of an adverse market period.

Pillar Three

The third pillar caters for clients’ insurance needs including life insurance, annuities, and long-term care.

Richard Blair of Wealth Solutions

Richard Blair is the founder and present proprietor of Wealth Solutions, an Austin-based Registered Investment Advisory Firm. Richard started the company because he wanted to make a positive difference in his community and the lives of his clients.

His background influenced his decision to offer financial advisory services. Both his mother and grandmother were teachers; therefore, growing up, he witnessed the power of knowledge and its effects on the success and confidence of people. Today, his firm continues to provide objective and unbiased financial advisory services to clients.