Richard Blair of Wealth Solutions is an independent financial advisor who built a company that specializes in creating a financial game plan for his clients. In turn, Wealth Solutions offer protection over the client’s assets, a growth plan for their savings and endless advice regarding where a client’s money should be invested. Richard Blair has made this company his life’s most impressive achievement and he has worked very hard to get where he is. Concequently Blair owns several certifications including CAS (Certified Advertising Specialist) CES (Certified Export Specialist) and RICP (Retirement Income Certified Specialist). Wealth solutions functions as a Registered Investment Advisory firm (RIA). Learn more: https://www.crunchbase.com/person/richard-blair
Blair wanted to see everyone who was willing to come to him to see a secure financial future. Throughout the years Blair has catered to clients in need of a retirement plan around the area of Austin, Texas which is where the company is based. As all successful business’s hold, Wealth solutions has its own specific system used for maximum efficiency. Using a three pillar system the company has shown the most dramatic increases in capital. Learn more: http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/
The First Pillar
Pillar 1 is all about knowing the client. Throughout an interview process the company would get to know a client’s strengths, weaknesses, willingness or unwillingness to take financial risks and where they see themselves years down the road. Of course this is a very important step because it’s all about gathering as much data on a specific person as possible. Therefor, the more information the company can obtain from the client, the more likely they are to create a successful saving plan.
The Second Pillar
Pillar 2 involves taking the information gathered from the first pillar and creating a future plan with it. The plan that is created is custom made to the clients goals, interests, future plans, and growth opportunity. Blair takes the time to study the market to make sure that every cent of a clients money is put to good use, according to the high and low points of the market. By doing this Blair eliminates the risk of a client’s portfolio taking a hard hit when the market is enduring an inconvenient period.
The Third Pillar
Pillar 3 is simply taking action. Once Blair has gathered information on the client as well as created a plan, Richard meets every aspect of the client’s needs.