Wealth Solutions is a Texas-based registered investment advisor. The firm specializes in wealth management, financial planning, and retirement planning. The company was established by Richard Blair in 1994.
As a wealth manager, the company assists individuals, families, and small businesses in portfolio management by diversifying investments and seeking the best returns based on individually tailored approach. These customized solutions, rather than generic products, are one of the reasons why clients choose this company.
In addition, financial planning services involve creating both short- and long-term plans that take into consideration individual goals and circumstances. Wealth Solutions provides answers for a variety of financial needs such as college funding. For example, it helps with 529 Plans. This company can also assist with estate planning.
When it comes to retirement planning, clients get assistance with complexities involved in saving for retirement. Help is given in setting up and investing in retirement accounts, while many resources are used including 401(k)s, Individual Retirement Accounts (IRAs), mutual funds, and annuities. Since this is all about building a nest egg, conservative approach is used in this area of investing.
Richard Blair holds quite many professional designations related to wealth management and financial planning. He’s a Registered Investment Advisor (RIA), Certified Annuity Specialist (CAS), Certified Fund Specialist (CFS), Certified Income Specialist (CIS), and Retirement Income Certified Professional (RICP).
Richard follows a 3 Pillars Approach. First, client’s goals, strengths, and risk tolerance are analyzed, and a financial roadmap is laid out.
Finally, client’s insurance needs are analyzed. After all, not everything can be predicted and unfavorable circumstances do occur. Right insurance helps to mitigate negative impacts.
To manage his company, Richard has a team of assistants at Austin, Texas office. The whole company is dedicated to servicing clients and providing quality investment advise. This ensures that successful long-term relationships with clients are established.
If you’re looking for asset protection and professional advise, with financial and retirement planning, as well as wealth management solutions, this could be a right place for you.
Learn more: https://datafox.com/wealth-solutions