Category: CAS

Richard Blair Provides Objective Wealth Solutions and Investment Plans to Clients around Austin, Texas

Published / by CapaConf

Wealth Solutions is a Registered Investment Advisory (RIA) company located in Austin, Texas. Richard Blair is the founder of the firm and aims to make a positive impact on small business owners, individuals, and families. Richard grew up in a family where both parents were teachers and therefore developed a passion for the education industry.

Blair understands how education can transform lives through knowledge impartment and building of self-confidence. Combining that with his high aptitude in finance, he ventured into the field of financial advisory and investment planning. After his college education, he began his career in financial services in 1994. Blair has particularly helped people plan for their retirement by avoiding common pitfalls and offering strategies for retirement income planning. He has received numerous certifications including CAS, CFC, RICP, and CES.

Here are some critical lessons from the financial advisory expert, Richard Blair:

Financial Planning Process for Wealth Solutions

Every individual needs a proper plan for their future goals to be accomplished. Blair’s focus is to equip the communities around Austin, Texas with the necessary wealth creation tools and helps his clients plan for retirement.

His Wealth Solutions program takes a comprehensive 3-pillar approach. The strategy helps the company to identify your financial situation and retirement needs. By knowing where you are coming from, it is easier to draw a roadmap for your future financial needs.

Pillar 1: This is designed to assist the client lay bare their financial status and draw a roadmap. It picks on the strengths, risk tolerance, personal goals, and growth opportunities.

Pillar 2: This pillar helps to design a long-term strategy to engage a step by step approach to achieving the client’s investment needs. It takes into consideration the liquidity needs and unique investment goals for the customer. Richard Blair Wealth Solutions assists his clients to reallocate and manage assets for maximum performance in the financial markets. That improves the client’s portfolio and reduces the impact of investing when the market is unfavorable.

Pillar 3: After understanding the client’s goals and drawing a framework for achieving them, Richard looks into the unforeseen, and caters for their insurance needs. That may include life insurance, annuities, and long-term care insurance.

Today, Richard Blair Wealth Solutions continue to provide objective and unbiased financial advisory services that transform lives of many individuals and business owners across the greater Texas state.