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 are in different situations.

As Richard Blair explains it, the first pillar is building the financial roadmap. This roadmap takes into account each client’s goals, willingness to take risk, and what strengths they have as investors. This step informs Blair on the approach that best fits the client and what roadmap they feel comfortable sticking to.

The next pillar is developing the long-term strategy that best suits the client. Each client has different needs for liquidity and a different risk tolerance. Once the roadmap is created and the money is invested Blair will manage the client’s assets. He also periodically reallocates money between the investments so that the established roadmap is followed. His goal is to manage the money so that the upside of market gains are achieved while also limiting the downside risk.

Finally, at Wealth Solutions Richard Blair will see to his client’s insurance needs. There are several types of insurance products he can sell to client’s including life insurance, annuities, and long-term care policies.

Richard Blair is a graduate of the University of Houston. He earned a degree in financial management services in 1993. It was in 1994 that he established Wealth Solutions in Austin. He has made a commitment to providing his client’s with his objective financial advice that he delivers without any conflict of interest involved. He has over the last 23 years helped many people in Austin meet their retirement goal as well as those in the surrounding communities.

 

To learn more, visit http://www.wealthsolutionsria.com/.