Hailing from a teaching background with both a grandmother and a mother who were teachers, Richard Blair embraced his version of teaching as a financial services advisor. He founded Wealth Solutions in 1994 where he serves clients in the Austin, Texas area. Following his belief that everyone should have a good plan, he uses three standards to insure his clients’ needs are met.
He creates a financial roadmap designed to identify their goals, strengths and risk tolerances. Richard Blair of Wealth Solutions also points out which grow opportunities his client would benefit from.
He tailors a long-term strategy for achieving the growth that is sought. He considers the client’s liquidity needs and his investment goals and then devises the best method for achieving it. He will reallocate assets and manage the client’s portfolio to insure the maximum output of the investments. He monitors the investment and makes the necessary adjustments when faced with a downturn in the market to stave off losses.
He solidifies the client solutions by making sure the client is insured to care for loss of life and loss of ability to work. He puts in place life insurance and long term care coverage.
Richard Blair is a registered investment advisor with a Retirement Income Certified Professional (RICP), a CFP, a CAS, a CES and a CFS certification. He is also a graduate from the University of Houston having received a Bachelor in Science degree in Finance and Financial Management Services. He now applies his education and his experience in giving his clients sound advice for investing, retirement planning and wealth preservation.
With more than 25 years of experience, Richard Blair stands by his credentials to deliver top notch financial solutions to his clients. As a certified financial planner (CFP), he has agreed to abide by the professional code of ethics and the financial planners rules of conduct which protect the interests of the client whose investing, which generally fall within the financial planning practice standards. This keeps those who follow the rules able to protect the client from abuses.
Potential investors can research a planner by determining what his CRD number is. Richard Blair’s CRD number is 2256412. Check out his credentials with the SEC and look his record over carefully. If you’re looking for a professional who gives really applicable financial advice for the 21st century, look no further.
To learn more, visit http://www.wealthsolutionsria.com.