Richard Blair of Wealth Solutions is the founder of the company that provides wealth and investment advice to its clients. The company is located and registered in Austin, Texas. Richard Blair is highly respected and is considered one of the best in his field. Blair believes everyone no matter their income level should have a sound plan to achieve their financial and retirement goals. The company uses a three step approach to ensure their clients are getting the best advice and plan for their situation.
The first step involves learning about the clients situation and identifying their goals, strengths and weaknesses. The second step focuses on developing a plan that fits the needs of the client. The third step finds the best insurance plans to fit their clients needs.
Wealth solutions treats a wide range of clients from small businesses to individuals. Blair comes from a family of teachers and this inspired him to start his company in 1994. Richard is passionate about helping people achieve financial and retirement success and he entered the financial field soon after graduating. Over the years he has gained more experience in retirement planning. The company has numerous nationally recognized designations in the wealth management and retirement field.
Richard believes he has a distinct advantage over larger firms because he focuses on clients in the local area and build face to face long term relationships. Unfortunately, there is plenty of bad or risky advice by some firms and individuals that can quickly ruin a person’s financial future. Richard tries to steer people away from common pitfalls and bad advice. Another advantage he has is that he is an independent advisor so he is not limited to certain products. He has the freedom to choose whatever is on the market that can best fit your needs. His firm also offers excellent tax advice. He feels that managing your taxes is an important part of a successful financial plan. Maximizing your taxes can save you thousands a year.
Richard also gives lifestyle advice since certain behaviors can be detrimental to your financial success. He basically covers every possible area to make sure you are on the right path for success.
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