Understanding the Client’s Investment Needs, Richard Blair

Wealth Solutions is a Texas-based investment advisory company that provides its clients with quality services (http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/). It renders solutions that enable investors to grow and manage their assets. The company’s founder, Richard Blair, is considered an asset by many business owners. He has several years of experience as well as a number of certifications, which include RICP, CFS and CES. Mr. Blair renders wealth management and retirement planning services to his clients because he believes everyone should have a financial plan. According to him, the plan helps individuals and corporations to pursue their financial goals. Learn more: https://www.crunchbase.com/person/richard-blair

 

 

To understand the needs of a client, Wealth Solution uses a 3-pillar approach. Below is an in-depth explanation of each pillar.

 

 

Pillar 1

 

 

This principle enables the client to come up with a financial plan. It analyzes the growth opportunities and risk tolerance. Additionally, Wealth Solutions uses this pillar to identify the client’s goals and strengths. Understanding the background of investors plays a significant role in developing their financial roadmap. Learn more: https://www.brightscope.com/financial-planning/advisor/218993/Richard-Dwayne-Blair/

 

 

Pillar 2

 

 

The investment advisory firm uses the second pillar to create a long-term strategic plan. With this approach, it’s easy to forge a plan that will help the clients meet their investment and liquidity needs. Richard Blair of Wealth Solutions strives to minimize the impact of harsh market conditions on the investments of his clients. When the market is favorable for investing, he ensures that his client’s portfolio performs maximally.

 

 

Pillar 3

 

 

This pillar entails meeting the insurance needs of the client. Wealth Solutions uses this approach to develop strategies that will allow the investor get annuities, life insurance and long-term care.

 

 

Richard Blair’s Bio

 

 

Richard Blair attended the University of Houston. He graduated from the institution with a degree in Financial Management. In 1992, he decided to venture into the financial market. Since he wasn’t after employment, he established his own company and called it Wealth Solutions. Blair credits most of his success to his education. He believes that knowledge is a huge driving force in the field of finance. The investment manager teaches other people about the importance of a healthy financial portfolio. He focuses on retirement plans and investments. Learn more: http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/

 

 

Having worked in the industry for more than 20 years, Richard Blair has gathered enough knowledge and skill that enable him to manage his clients’ investments successfully. In addition, he’s a talented entrepreneur who understands the purpose of his work. His positivity and passion have made him a global business leader.

 

 

 

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