Agile Investing with Richard Blair

Richard Blair of Wealth Solutions brings manageable, attainable, and agile financial plans to the people in and around Austin Texas. He achieves this through a three step process, making almost any financial goal attainable. To get a plan together for his clients he will start by laying out a financial road map. These can be things such as their strengths, goals, and how much risk they can handle while investing. With this information he helps develop a financial plan for the client. After making a financial plan, the next step is to implement. With their strengths and goals in mind Blair sets up a plan with a certain amount of liquidity and investment tailored towards the clients needs. The goal is to maximize returns when the market is booming and minimize losses when the market is a bust. After all of the financial planning is complete Blair helps his clients with insurance needs, whether it be life insurance, long term care, or annuities.

 

Richard Blair started his company in 1994 http://www.wealthsolutionsria.com/p/my-story. He got the idea for his company being encompassed by teachers. His grandmother and mother were able to instill in him the value of learning, and the power that knowledge brings. With confidence and a niche for financing he started Wealth Solutions to serve clients in the area of Austin, Texas. Richard Blair’s company Wealth Solutions is a Registered Investment Advisory Firm. Richard Blair also has several qualifications including but not limited to Certified Annuity Specialist, Certified State and Trust Specialist, Certified Fund Specialist, Certified Tax Specialist, Certified Income Specialist, and Retirement Income Certified Professional. He offers his services to small businesses and families that are in need of investment advice. Today Blair’s firm provides top notch advice to client’s with his immense knowledge and proficiency that allows him to make sound and capable decisions in investment and insurance needs for his clients. Blair specializes in retirement where he helps his clients plan out and live in retirement without the worry of if they will have to work again or their funds being misplaced. Wealth Solutions has a long background of supplying their clients with healthy information.