Wealth Solutions is a totally, independent wealth and retirement management company, spearheaded in 1994 by Richard Blair. This allows the company to use their knowledge to invest according to their own financial forecasting. His innate knowledge in finances have become a great source for those who need, or require information regarding such. Wealth Solutions is a Registered Investment Advisory firm, with its’ headquarters in Austin, Texas, where the company primary conducts business.
Richard received his education at the University of Houston, and received a BA in Finances and Finance Management. He also was certified as a Retirement Income Certified Professional, and is a certified specialist in seven (7) different aspects of financial, investing and retirement growth keeping up with updated information regarding taxes, estate, retirement and financial laws.
He maps out his strategy in three tiers that are aimed to grow, save, and solidify their client financial future, which has made his company, Wealth Solutions very successful, offering Wealth Management, Financial and Retirement Planning. These strategies are guidelines to product financial stability and growth for individuals, families and small businesses.
His first tier focuses on creating a personal recommendation to follow for his client’s individual needs, according to their financial stage, and desired end results.
The second tier starts the long-term planning stages to facilitate his clients’ financial growth and healthy financial outcome, with little risk to their investments. This allows Richard and his clients, together, move along with each change within their personal, future, and financial forecast.
Richard’s third tier, once growth and clients’ goal strategies are put in place, and each are advancing positively, he focuses on needed insurance for his client.
Wealth Solutions aids and guides its’ clients with their retirement planning, by preparing them financially through their investments, assets, and finances before, and after it needed. Also, social security benefits are scrutinized to yield the maximum income amount for their retirement years, and they are involved in clients’ estate management when needed. Another financial complication for their clients are their tax-deferred, 401K savings plan. Again, they are guided by Wealth Solutions Advisors who help with solutions regarding their selection of financial entities.
Wealth Solutions aids in saving money when taxes are involved in investments, savings, and financial growth, and with transfer of accounts, maneuvering them to where, when, and how they need to advance growth..
Wealth Solution holds classes to education they clients the ins and outs of financial errors that stop them from growing and saving financially. Learn more: https://www.crunchbase.com/person/richard-blair