Financial planning and retirement services call for an organized, well planned approach. Just ask Richard Blair of Wealth Solutions, based in Austin, TX.
Starting back in 1994, Mr. Blair used his background in finance combined with his family’s teaching experience to form the structure for what would become Wealth Solutions. Using a focus on unbiased and objectivity whenever advice was to be given to clients as a touchstone, Wealth Management soon developed the Three Pillar approach to wealth manangement.
Pillar 1 is to identify strengths, goals, risk tolerance and growth opportunities tailored for a specific client. This will lay the groundwork for a clear financial roadmap for wealth management and retirement planning.
Pillar 2 focuses on the longer term strategy. This takes into account a clients liquidity needs and investment goals. Wealth Solutions moves all the pieces around the board to achieve the utmost performance with all their clients’ portfolios’. The magic is doing this in up markets, as well as down markets, and that’s when the experience of Richard and his team shine.
Pilar 3 is the all important insurance aspect of retirement planning. Richard and Wealth Solutions offer and manage life insurance, long-term care, as well as annuities.
These pillars designed by Wealth Solutions ensure that clients can grow, protect and feel confident that a trusted partner is protecting their assets. That’s what Wealth solutions is all about, a partner that provides all the tenets of wealth management, retirement planning and insurance needs all in one place.
It’s all about the clients. Having the right information, at the right time and always remembering that it’s more than money, it’s about families and their futures. Mr. Blair comes from a family of teachers, including his wife of many years. Teaching is often about listening, and Wealth Solutions strives to be the best at both.
Wealth Solutions has been serving clients for over 23 years in the Austin area. Mr. Blair uses his deep experience, as well as certifications including CAS, CES, CFS and RICP to ensure that the most up-to-date information is available to pass on to clients. Wealth Solutions operates as a Registered Investment Advisory (RIA) firm. Learn more: https://www.wealthminder.com/financial-advisors/TX/bee-cave/richard-blair/326407