Wealth Solutions is an Austin based company that offers financial services to families, small businesses and individuals. The company was founded in the year 1994 by Richard Blair. Blair, who had always had a passion for teaching, discovered that he would help so many people by using his knowledge. Besides, he had been brought up in a background where his mother was a teacher and coincidentally married a teacher. Therefore, he knew that education played a very strong role in building confidence,
Having this knowledge in mind, Blair decided to concentrate on teaching on the topic he knew best, finance. He had acquired a Bachelor’s Degree in Finance, from the University of Houston. Also, he had been working in the financial industry since he graduated. With the education and academic experience he decided to start Wealth Solutions
His company concentrates in offering wealth management services. Blair realized that so many people have trouble managing assets that they have acquired during their careers. Through collaborating with these clients an understanding their goals, Wealth Solutions is able to develop a road map for wealth preservation.
Other than wealth management, Wealth Solutions also offers Financial Planning Services. Richard Blair has many certifications in the Financial Industry and is able to identify opportunities that are in line with the goal of his clients. In wealth management, Richard Blair of Wealth Solutions helps his clients determine how they are going to invest their money and how they will manage the wealth derived from it. Also, he helps his clients to plan for their future. Learn more: https://datafox.com/wealth-solutions
Another service offered by Wealth Solutions is Retirement Planning. This is one of the most underestimated yet crucial topics. Preparing for retirements helps individuals and businesses to smoothly transition into retirement and to ensure that their needs are catered for even when they are in retirement.
Wealth Solutions works through a process of three pillars to ensure that their clients enjoy financial success that lasts. The first pillar is to draw a financial road map. Blair builds a strong bond with his clients ensuring that they can give as much details as possible. From there, he customizes a road map based on the opportunities, weaknesses, strengths and risks.
After structuring a road map, Blair then helps his clients to come up with strategies. The strategies have to effective and long term. Finally, he guides the clients into executing the strategies that they have developed.