Wealth Manager

How Richard Blair Approaches His Role As A Registered Financial Advisor

Wealth Solutions is a financial advisory firm that is located in Austin, Texas. The registered financial advisor that owns and operates this firm is Richard Blair. He has a number of financial certifications in order to best help his clients including RICP, CES, CAS, and CFS. Richard Blair of Wealth Solutions says that having a plan for your financial goals is paramount. Without a roadmap you won’t know how to get where you want to be. Therefore, he helps people draw this roadmap by offering wealth management services, especially retirement planning. Blair takes a three-pillar approach to helping his clients in regards to helping people meet their financial goals. In this process he discovers what the client’s current financial situation is, how much risk they’re willing to take, and how to meet their retirement needs. This process is individualized for each client as everyone approaches their financial needs differently and…