Wealth Solutions

Richard Blair graduated from college in the year 1993 and went on to join the financial services industry. In the year 1994, he founded his firm, Wealth solutions, to be able to provide professional and personalized advise to his clients.

 

Richards life was surrounded by the idea of education, his mother, grandmother and wife were all teachers. This inspired him to the world of education, and how teaching can help increase one’s knowledge. This is where he knew he could help people with financial and investments advice.

 

Richard’s firm Wealth Solution is a registered investment advisory firm that is based and located in Austin, Texas. This firm was discovered with the goal of helping and making a difference in lives of business owners, families, and even individuals. The firm was founded to help clients join the gap between planning for and living in retirement. Providing strategies for income planning and having a vision for a successful retirement is the aim of the firm.

 

At Wealth Solutions, they provide three types of services, namely; wealth management, financial planning, and retirement planning.

 

Wealth management

 

This involves creating a portfolio that gives rise to appropriate diversification according to the client’s needs and goals.

 

Financial planning

 

This refers to incorporating a whole planning process that results in making appropriate decision making concerning one’s wealth. This establishes a short and long-term goal in life, evaluating the current financial position and determining assets and liabilities.

 

Retirement planning.

This deals with building and managing wealth, to moving into and living in retirement.

 

Wealth Solutions work on several areas of your life, that is, retirement, investment, estate, insurance, tax, money, and lifestyle. The whole point here is to strike a balance between work and leisure and money.

 

Apart from providing financial advice, Wealth Solutions has events that allow people to interact and come up with ideas, brainstorm on several issues that need to be addressed concerning financial planning.

 

Wealth solutions also provide advise on insurance services. A sound insurance strategy can protect you, and you’re family from unexpected financial consequences from unexpected events. This strategy will include liability insurance, life, and personal insurance.

 

To learn more, visit http://www.wealthsolutionsria.com.