To gain the trust of his clients, Richard Blair has acquired several certifications that include CFS, RICP, CAS and CES. Richard Blair has acquired a wealth of experience in several areas such as wealth and asset management and retirement planning.
He has developed some approaches that help his clients realize their financial goals and objectives. Richard Blair is known in his hometown for his role with the Wealth Solutions. This is a firm that he established in the year 1994 shortly after he finished college. According to Creditor Weekly, in the Austin, Texas region, he is known as Richard Blair Wealth Solutions.
For any individual to achieve a solid financial plan that will help them achieve their financial goals, they need to use a calculated approach like the one used by Wealth Solutions. Under the leadership of Richard Blair, Wealth Solutions has developed a three pillar approach that is used to understand the financial needs of a client and their retirement needs. This approach is as follows;
The first pillar concentrates on developing a financial roadmap for the clients. With this pillar, goals, and strengths of the plan are identified. This is then followed by identifying the growth opportunities and risk tolerance associated with the client’s plan. Richard Blair and his team believe that the best way to understand a client is understanding where they come from and what they want to achieve.
This is then followed by the second pillar that includes coming up with a long-term strategy for the client. Wealth Solutions determines the investments goals of the client as well as the liquidity needs at this point. This is the point where assets are managed and reallocated to ensure that there is maximum performance.
This is the stage where negative market periods are identified and curbed. The final pillar by Wealth Solutions is taking care of the insurance needs of the client. This part includes taking care of long term care, annuities, and life insurance.
Richard Blair has been shaped by his background and education to offer the services he offers today. He was brought up by his mother alongside with his grandmother, and the two taught him the importance of confidence. They also taught him the importance of knowledge in realizing your goals. Today, he serves people from all walks of life that include families, small businesses, and even individuals.