Wealth Solutions refers to a registered firm that deals in investment advisory and its founder is Richard Blair. It offers various services like Financial Planning, Retirement Planning and Wealth Management. Under wealth management, they assist people create an investment portfolio that allows a diversification based on the needs and also goals of an individual. It is done through various alternative and traditional courses in investment. Richard believes that collaboration is the key to successful wealth management. Clients have diverse investment goals and needs therefore they seek an advice they can trust. They mostly need customized solutions as opposed to generic products.
Financial Planning is important to clients as it aids them to realize their short and also long term goals. This involves the determination of the value of their liabilities, assets and evaluation of their financial position. The financial planning is not limited to estate or retirement planning but also involves college planning. Another important aspect is retirement planning which forms another important part of Wealth Solutions. Most clients who have worked in conjunction with Richard have been able to accumulate assets but do not have a proper retirement plan or a starting point.
About Richard Dwayne Blair
Richard Dwayne Blair is the financial advisor at Wealth Solutions which is based in Bee Cave, Texas. He is well experienced in this field as he boasts of an experience spanning 24 years. He holds several registrations of an investment advisor as well as a Certified Financial Planner. He utilizes his knowledge as an investment advisor to offer advice concerning securities on finances. His Financial Planner Certification enables him to offer clients with sound financial advice. He also relishes the challenge of assisting others to achieve their financial goals.
His earlier encounter with teachers made him realize how teaching helps individuals to increase their knowledge and confidence. His grandmother, mother and wife were all teachers and this could have contributed a lot to his career. He has a natural gift of finance and this made him want to help others to plan their finances and investments. After graduating from college, Richard immediately ventured in the financial services industry back in 1993. He then proceeded to form his own firm in 1994 and christened it Wealth Solutions. Over the years he has sharpened his experience and also knowledge in the retirement planning sector. He assists his clients to plan for their retirement and also live in it by ensuring that they reduce the gap between the two. He enables them to avoid the various common pitfalls by offering them strategies that work.