Richard Blair of Wealth Solutions is a financial beacon for those in the dark about portfolio creation, asset management and retirement planning. Regardless of how much money a client has to invest; Blair builds a comprehensive strategy designed to maximize their returns. It should go without saying that the overall goal of Wealth Solutions is to come up with a practical way to create retirement income. As an adviser, Richard takes in consideration each client’s tolerance for risks, and uses this information along with their financial strengths to offset any weaknesses. This is accomplished with the implementation of a three-fold assessment. Learn more: http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/
The assessment includes:
- Drawing up a financial reference guide, which serves as the starting point, the overall objectives based on the client’s individual profile. This eliminates confusion down the road. It allows for performance metrics to calculate the potential risks of any given investment option.
- Based upon the goals laid out in the reference, Blair then constructs a long term overall strategy suited for the client’s specific needs. When you offer selective service based financial planning, it’s important to build the strategy with the end goal in mind.
- Then, Blair looks at the best way to protect the client’s assets through future annuities, long term care, retirement and estate planning and life insurance coverage.
Together, this three fold assessment lays the groundwork necessary for building a portfolio for long term wealth. Richard Blair has been preparing for a career in financial planning since he was young. Inspired by his mother and grandmother’s teaching backgrounds, Blair became interested in obtaining knowledge. Then after completing preliminary work in the industry, in 1994 he founded Wealth Solutions. There are many reasons why a particular growth opportunity might not be suited for a client, such as their income or desire to assume risks.
Wealth Solutions is located in Austin, Texas and provides financial planning strategies for all phases of wealth creation. Besides, being highly qualify as an expert Retirement Income Certified Professional, Richard Blair is also a Certified Annuity Specialist, and a Certified Estate and Trust Specialist. In total, he holds seven certifications. Blair advises his clients the best ways for them individually to create long term retirement income. He founded Wealth Solutions because he wanted to help people who depend on retirement income to be able to maintain a quality standard of living. Learn more: https://www.crunchbase.com/person/richard-blair