How Entrepreneur Richard Blair Helps People Save For Their Financial Goals

Richard Blair of Wealth Solutions is a financial advisor in the Austin, Texas area. He offers clients a way to manage their wealth by investing in stocks and bonds. His ability to manage his client’s portfolios has to his company employing 7 people and generating $1.4 million in annual revenues.Learn more : http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/

During his twenty years of experience in the financial industry, Richard Blair has developed an approach to advising his clients that includes three elements. His first task to sit down with his clients and find out what their current financial situation is like and what their goals and dreams are. Every person is different in their risk tolerance and what their goals are. Richard Blair builds an individualized plan for each of his client’s that accounts for their unique needs and situation.

Once he has built a financial plan for his client, Blair manages their assets in a way that seeks superior performance within the tolerances of how much risk a client is willing to take on. He rebalances their accounts as overtime a portfolio can come out of whack with too much in stocks due to market gains, etc. He also makes their investments more conservative when markets take downturns so as to preserve his client’s wealth.

As he looks at each client’s total financial picture, Richard Blair also sells insurance products that his clients might need such as life insurance and annuities.

Richard Blair is a graduate of the University of Houston. He holds a Bachelor’s Degree in Financial Management Services as well as several professional certifications. His certifications include CES, RICP, CAS, and CFS all of which indicate his professional commitment to responsible management of his client’s funds.Learn more : http://www.manta.com/c/mtr4ztj/wealth-solutions

It was in 1994 that Blair founded Wealth Solutions. He prides himself on always working in his client’s best interest by providing unbiased financial advice. He also enjoys helping his clients learn about investing and how the markets function. His client base consists of individuals and their families. He also has a number of small business owners who use his services.Learn more : http://www.wealthsolutionsria.com/p/my-story

One of the hardest transitions in life is the one from working to retirement. Richard Blair helps people navigate this by making their investments more conservative as the client ages as well as transitioning from saving money for retirement to spending down the money they have saved over their working years.

 

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