Richard Blair is the founder of Wealth Solutions, Inc., an Investment Advisory firm based in Bee Cave, Texas. He is known for his financial adventures and provides comprehensive and customized financial planning and advisory services to various customers. Richard provides his services to individuals, families, and small business owners with a number of services including retirement services, income plans, asset creating plans, etc. Under the leadership of Blair, Wealth Solutions looks for opportunities where it can invest and get the best results for the customers according to their needs. Richard has more than two decades of experience in financial industry, and that helps him to grasp the potential opportunities in the market better and tap it.
Wealth Solutions mainly offers three services namely wealth management, financial planning, and retirement planning. The wealth management is an option created for wealthy individuals and families to run their business and assets efficiently. The option is useful for people who can’t manage the business themselves. Richard creates a comprehensive investment portfolio for his clients by setting their goals as the target. The financial planning option is personalized according to the requirements of the customers. Richard works to split the goals into two: long-term and short-term goals to by evaluating assets, liabilities and current financial condition of the customers. In retirement planning, Blair understands the need for the clients and their retirement needs and go for simple to complex retirement portfolios. His retirement plans include a mix of mutual funds, IRA investments, annuities, and more. Blair also advises on the better saving of taxes, convenient time to take Social Security, ways to create steady income after retirement, etc.
Richard wants the best service to be offered to his clients and treats every customer with equal importance and value. He gets a significant number of new customers by the referrals of existing happy customers, and he keeps a long-term relationship with each of them. Blair has a mission to bring a positive difference in the lives of individuals, families, and small time business owners by helping them to leverage through his financial advisory services.
To extend his expertise in financial advisory services, Richard has completed a number of industry certifications such as CES, CAS, CFS, RICP, and more. Blair completed his graduation in Finance from the University of Houston and started his financial career in 1993. In the next year, he founded Wealth Solutions, Inc. to offer better financial options to the customers in and around Austin.