Wealth Solutions is an institution that provides its clients with top services. The agency ensures that its customers grow financially. The company also protects and manages the assets of its customers. The company was founded by a successful businessman, known as Richard Blair.
Blair has a lot of expertise in the industry, and this is why his company has done so well over the years. The consulting company is based in Austin, and it currently operates as a Registered Investment Advisory company.
Wealth Solutions uses a unique financial planning process, and his ensures that its clients end up making profits, regardless of the economic climate.
Richard believed that everyone requires a solid plan that will enable them to pursue their financial goals. This has forced him to arm the Texas communities with the wealth management services. His institution also provides retirement planning solutions.
According to Crunchbase, Richard Blair Wealth Solutions follows a comprehensive three-pillar plan in his activities. Using these pillars, it is easy to understand the financial situation of the client and the retirement needs they have. This pillars also make it easy for the company to develop a holistic plan that suits everyone.
The first pillar is designed to help the consumer in laying out a successful financial roadmap. The pillar identifies the strength of the client, his goals, growth opportunities and risk tolerance.
After understanding where the client is coming from, then it is very easy to help the come up with a financial road map that is successful.
The second pillar in Wealth Solutions is used to help in developing a long-term approach that can meet the ever-changing needs of the consumer. The pillar is designed to meet the liquidity requirements of the clients.
This pillar also meets the investment goals of the customer. Blair and his team reallocate and also manage assets to make sure that there is maximum performance by the client.
The third pillar is useful after Richard, and his team have determined all the clients’ goals and also established the strategies that will be used to achieve these goals.
This is when the insurance needs of the customer are met. In most cases, this includes the long term and life insurance case. Annuities are also given priority in this stage. Blair has worked in the industry for a long time, earning a lot of experience. This plays a crucial role in the development of these pillars.