Investors need to build their financial foundations on pillars of strength, something that Wealth Solutions founder Richard Blair knows a thing or two about. Not only is Blair experienced, he boasts numerous certifications, including CFS, CES, RICP, and CAS. He’s based on Austin, Texas.
To help his clients build their own financial pillars, he helps them plan out their financial goals in concrete terms. He also has the heart of a teacher and wants to help his clients learn about the best ways to achieve their financial goals.
Here’s how he does it:
Richard Blair’s First Pillar:
He visits with the client to find out what their financial strengths and weaknesses are. He also identifies how tolerant they are of risk and what kind of growth opportunities they can envision for their finances. From this, he and the client can then form a financial road map that suits that specific client.
Richard Blair’s Second Pillar:
This pillar sets the client up for the long-term. The goal is to ensure that his clients’ portfolios gain the maximum returns, no matter what the market looks like.
Richard Blair’s Third Pillar:
No financial plan would be complete without insurance. This portion draws on Richard’s long experience and helps each client have financial peace of mind on into their retirement years.
About Richard Blair
Blair draws inspiration from his wife, mother, and grandmother who were teachers. From them he learned how important it is to teach his clients about their finances. With this knowledge, his clients not only end up on more solid financial footing, but they gain great self-confidence as well.
By 1993, he was working in financial services. A year later, Richard Blair Wealth Solutions took his career one step further by founding Wealth Solutions. His goal was to help his clients close the gap between their financial goals and their financial reality.
According to Crunchbase, when you are looking for objective financial advice, consider talking to Richard Blair Wealth Solutions.