Austin-based Wealth Solutions Inc. is a registered investment advisory firm. Richard Blair founded the company in 1994. He assists many wealthy individuals, small business owners and families in Austin with their personal finance problems. The company serves Austin, Houston, Bastrop, Marble Falls, Georgetown, and New Braunfels communities.
Richard believes in education. Coincidentally, his grandmother, mother, and wife were all teachers. He saw how teaching could increase people’s knowledge and confidence. Richard has a natural aptitude for finance. He combines this with his teaching ability to empower others.
Education and Experience
Richard Blair studied finance in college. He holds several other certifications such as CFS, CES, RICP, CIS, CTS, and CAS. His educational and professional background makes him knowledgeable in many areas of finance. He has more than two decades of solid experience in the financial services industry.
Wealth Solutions Inc. offers three primary services namely Wealth Management, Financial Planning, and retirement planning.
At Wealth Solutions, clients get an opportunity to meet with the founder, Richard Blair. He offers them well-thought-out strategies that help them not only to increase but also to protect their wealth. The company examines a client’s risk tolerance and objectives and accordingly develops a portfolio. It aims at maximizing returns at bearable risk levels.
The company offers a comprehensive financial plan that takes into account the client’s life goals. Wealth Solutions works with the client to establish their current financial position. It also ascertains a client’s assets and liabilities to calculate net worth. Additionally, the firm helps clients set and implement both short-term and long-term goals. Learn more: http://www.wealthsolutionsria.com/blog
Wealth Solutions works with wealthy individuals, families, and small business owners to plan for their old-age years. The firm may, for example, advice a client to start contributing more to their 401K plan. The company also helps clients choose suitable Individual Retirement Account investments, helping them enjoy many tax advantages.