The investment advisory firm Wealth Solutions is providing residents of the Austin, Texas area with financial solutions to wealth management, financial planning, and retirement strategies. Founded by Richard Blair in 1994, Wealth Solutions helps their clients protect, manage, and grow their assets.
According to Manta, Richard Blair Wealth Solutions believes in reaching their financial goals everyone should have a firm financial plan. Wealth Solutions will design a plan customized for each client by following their three pillar approach to determine a person’s financial situation and retirement needs. Wealth Solutions is a Registered Investment Advisory (RIA) firm.
Richard Blair Wealth Solutions team will first determine your financial strengths and weaknesses. Once they understand your goals, your ability to withstand risk, and your possibilities for growth they will begin the process of establishing a plan to follow. Wealth Solutions will then create a long-term strategy that meets the investment requirements of the client.
The plan will take into account the customer’s liquidity needs and investment goals. Richard Blair will then relocate your managed assets to ensure there best potential for growth in a healthy market and conversely reduce your chance of loss during a down market period. Once a long-term plan has been established Richard will then make sure your insurance needs are met, including long-term care, life insurance, and annuities.
Richard Blair founded Solutions with the goal of making a difference in the lives of small business owners, individuals, and families. With his extensive experience and knowledge in retirement planning, Richard believe’s his expertise will help clients avoid the mistakes so often associated with a poor retirement plan.
Richards goal and the goal of Wealth Solutions is to assist clients in bridging the gap between planning for retirement and enjoying a financially successful and worry-free retirement.
Education has always inspired Richard Blair. Coming from a family where his mother and grandmother were teachers Richard quickly realized how teaching could increase a person’s knowledge and grow their self-confidence. Soon after graduating from the University of Houston, in 1993, Richard went to work in the financial services industry.
Realizing he could combine his aptitude for finance and his desire to assist and educate people about retirement planning he opened his independent firm, Wealth Solutions in 1994.
Richard is a Registered Investment Advisor, Certified Annuity Specialist, Certified Estate and Trust Specialist, Certified Tax Specialist and a Retirement Income Certified Professional. Dealing with Richard Blair clients receive unbiased advice without any conflict of interest.