People look towards investment advisory firms in order to garner sound financial advice from them. This is because all want their wealth to grow.
According to Crunchbase, Richard Blair Wealth Solutions has been offering top services to its clients so that they can grow and protect as well as manage their assets. Its founder is Richard Blair. Clients consider him as a resourceful partner as well as a worthy advisor. This is because Richard Blair is highly qualified as well as experienced. His certifications include CAS, CES, besides RICP and CFS.
He is the founder of Wealth Solutions that is based in Austin, Texas. The company is operating as a Registered Investment Advisory (RIA) firm.
Richard Blair believes in following a proper financial process. He feels that everyone must have a solid financial plan that will allow them to pursue all their goals as well as realize their ambitions.
This is why he wants to arm the community in Austin, Texas financially. This would be achieved by providing them wealth management services along with retirement planning inputs.
His company Wealth Solutions is following a highly comprehensive methodology called the three pillar approach. With this, the firm is able to quickly discover the financial situation of their client.
They are able to assess their retirement needs too. Once the firm is equipped with this information, it becomes easy to devise a holistic plan that needs to be customized for each client.
The first pillar is all about helping the client to lay down their financial roadmap. Hence it would include their strengths, their desires in terms of goals, risk tolerance as well as their growth opportunities. This helps Richard Blair and his company to know where a client is coming from. It makes it easy to forge a financial roadmap for them to follow.
The second pillar is about developing a long-term strategy which can meet the investment needs of their client. This has to be tailored in order to fit the liquidity needs of the client and help him with his investment goals.
Richard Blair Wealth Solutions will reallocate and then manage the assets of the client in order to ensure maximum performance of the portfolio of the client while the market is suitable, and reduce the impact when the market is not doing so well.
The third pillar will include helping the client to meet their insurance needs. It would include long-term care along with life insurance and annuities.