Other than just looking out for himself, Richard Blair has developed a reputation for looking out for his clients and their interests. For this reason, clients refer to him as an important and resourceful person that is fun to work with. This coupled with the many years of experience and many certifications make him a suitable partner to work with. All these has contributed to the growth of Wealth Solutions that is under the direct control of Richard Blair.
Some of the certifications that he holds include RICP, CFS as well as CES and CES. His company mainly specializes in investment advisory and is based in Austin, Texas. Another good thing that the clients of this firm love is that it functions as a registered investment advisory firm.
According to Blair, success in the financial industry is not just a matter of luck. He believes that success comes from good planning and having stable financial goals. It’s worth noting that Blair has specialized in retirement planning and wealth management services. According to Blair’s company, there are three steps that can be followed to reach the financial goals or to have a good retirement plan. The plan by wealth solution is implemented in three pillars.
The first pillar specializes in helping the client to develop a good financial roadmap. What a financial roadmap means is that the company helps the client to figure the growth opportunities, strengths as well as the risk tolerance and the goals of the roadmap. The company manages to succeed in this pillar by first understanding the difficulties facing a client and understanding their dreams.
Richard and his firm achieve the second pillar by developing a long-term strategy that will help the client meet his goals and needs. This pillar also involves determining the maximum performance that can be realized from a customer’s portfolio. According to Manta, this is also the stage where Richaord Blair Wealth Solutions manages to reduce the impacts that would occur in the case of a negative thing concerning the client’s investment. The last pillar by Wealth Solution involves finding an insurance cover for the clients’ investments. Insurance needs mean life insurance, annuities as well as the long-term care.
Richard Blair is a graduate of the University of Houston with a degree in Finance. When studying in this institution, Richard Blair specialized Finance and Finance Management Services. He established the Wealth Solution in 2012 and had a net revenue of $ three to five million. The company has an employee base of more than 10 people.