Teachers are respected in all societies world over due to their ability to impart knowledge and confidence to their students and children. Richard Blair was one of the few kids privileged to have teachers for a mother and a grandmother.
These two important people in his life cultivated a desire in him to advise people and impart financial knowledge to them. Combining this desire with his passion for finance, Blair established investment firm in Austin, Texas in 1994. This firm, Wealth Solutions, offers financial advisory services to small businesses, families, and even to individuals in and around Austin.
According to Manta, in its 23 years of existence, Richard Blair Wealth Solutions has always focused on helping its clients to manage their finances as well as protect their assets. Under the leadership of the skillful and experienced Richard Blair, the firm has extended a helping hand to small investors, helping them to grow their investments by giving them unbiased and objective advice. The company also offers its clients a solid retirement plan to guarantee their social security.
For maximum customer satisfaction, Wealth Solutions divided its services into three comprehensive pillars. Each pillar is designed to satisfactorily address specific customers’ needs, either financial or retirement.
A Financial Roadmap
A financial roadmap is a recipe for future success. Wealth Solution helps its clients to come up with a clear and viable financial road map by first understanding their financial position as at that particular time.
The firm then helps the client to identify their long-term and short-term goals. With that, Blair and his staff assess the clients’ risk tolerance ability and strengths as well as their potential growth opportunities before coming up with the roadmap.
Given the changing market trends, a long-term strategy is vital in every investment plan. Business must perform maximally during peak season to survive in a low season. Wealth Solutions comes in to help its clients to manage their assets during these two market seasons.
Investment is all about risk-taking. Where risk is involved, then insurance must come into play. Wealth Solutions provides long-term and life insurance services to their clients.
About Richard and Wealth Solutions
According to Bright Scope, Richard Blair Wealth Solutions was born and raised in Austin. He studied finance and financial management at Houston University. Richard is also CES, CFS and CAS Certified.
Established back in 1994 as a premier investment advisory firm, Wealth Solutions operates as a Registered Investment Advisory firm. It is based in Austin, Texas and has an annual revenue of about $1.4 million.