Richard Blair Wealth Solutions Advice on Financial Plans

Richard Blair of Wealth Solutions has made it his business to help others invest their money. Wealth Solutions is an investment advisory firm based out of Austin, Texas with the solid plan to manage, grow, and protect their assets.Learn more : http://www.wealthsolutionsria.com/team

 

Wealth Solutions has a three-tiered approach that allows them to devise a plan for their customer’s immediate and long term financial needs. The first step is to set out a “map” of what the customer has and what the customer needs. What strengths, risks, and other factors do their current financial portfolio has? Once they have established where the customer is going, then they devise the plan to get them there. The next step in the Wealth Solutions plan is to figure out what liquid assets and investment needs a client has. What is the customer’s goal? How can it be maximized during favorable market periods? On the other hand, how can it be minimized by the impact of a negative market? One aspect of the financial plan needs to focus on how to protect the clients assets.Learn more : http://www.wealthsolutionsria.com/p/my-story

 

The third step Richard Blair and Wealth Solutions does is to figure out a client’s insurance needs. Once the goals and strategies have been established, do they need long term care, annuities, and life insurance? Through this three-tiered approach, he has been able to develop a solid financial plan for his clients. Wealth Solutions seeks to help the whole client out and discover a way to meet their goals of asset growth or retirement. This solid financial plan helps to take clients to whatever short term or long term goals they may have and to build the assets to accomplish them.Learn more : http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/

 

Richard Blair decided to get into the financial advice business because of his family background in teaching. He saw firsthand how knowledge can help increase a person’s confidence. His background and his love for finance helped to inspire him to build Wealth Solutions in 1994 to help clients learn how to grow, manage, and protect their assets. This firm continues to help clients with unbiased advice on how to grow their assets to meet their diverse financial needs. The financial education they receive