In the Austin, Texas area, Richard Blair is commonly referred to as Richard Blair of Wealth Solutions. This is a company that he established 23 years ago. In its many years of existence, the company under the leadership of Richard Blair has helped clients from all walks of life to grow and at the same time manage and protect their assets.
He is a resourceful partner and advisor to many of his clients. He deals with all kinds of people from single individuals, families, small business and even big corporations. The one thing that makes him superior above other companies within the area is his many certifications that include RICP, CAS, CFS and CES. Also, the fact that the company operates as a registered investment advisory firm has enabled him to attract many clients.
According to Bright Scope, Richard Blair Wealth Solutions under the leadership of Richard Blair has developed a theory that the most important thing when pursuing financial goals is putting in place a solid plan.
They use a plan that has three pillars, and the plan is approached systematically. Through the implementation of this plan, it becomes easy to understand the wealth needs and financial situation of the client. It’s also possible to understand the retirement needs of a client and the proper plan can then be developed.
The first pillar is concerned with the financial roadmap of the client. It aims at developing the goals for the client, the risk tolerance of the plan as well as the growth opportunities that are subject to the plan. This is also the point where Wealth Solutions looks at the strength of the plan. When establishing this plan, Richard Blair said that the best way to understand a client is to know where they are coming from. Allowing the client to participate in this process is critical to the implementation of the whole plan.
The second pillar calls for the development of a long-term strategy that will be used to meet the investment need of the client. Wealth Solutions focuses on identifying the investment goals and the liquidity needs of the project. This is the art where they get to develop a plan for getting the maximum return for the client’s portfolio.
Richard Blair grew under the watch of his mother and grandmother. They taught him the importance of confidence. Richard attended the University of Houston and acquired a degree in Finance.
His greatest joy in life is seeing the people he has served prosper in life.