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Expert Financial Services From A Small Firm That Cares About Its Clients

Residents of Bee Cave, Texas and the surrounding communities, including Austin, are fortunate to have Richard Blair of Wealth Solutions as a local investment advisor, since he believes in meeting his clients in person. Blair and his team believe in establishing long-term relationships with clients to meet their investment, retirement and their survivor’s needs.

 

As an independent advisor, Blair offers unbiased, customized wealth building plans that are designed to help his clients meet their financial goals, as opposed to favoring certain investment products. Blair holds a number of designations, including Certified Annuity Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Tax Specialist, Certified Income Specialist and Retirement Income Certified Professional, which allows him to furnish all of the financial services that benefit his clients.

 

Financial Planning

 

To Blair, financial planning is important for any individual who wants to meet certain goals in life, such as sending their children to college. Blair will tailor a plan for clients, so that they may achieve their objectives.

 

Retirement Planning

 

As a Retirement Income Certified Professional, Blair advises clients regarding allocating 401K plans, annuities and IRA investments. His specialty is planning future expenses, helping clients decide when to begin their Social Security benefits and long-term care solutions.

 

Wealth Management

 

Blair offers a variety of investment options to help his prosperous clients retain and build their wealth, while taking into account his client’s goals and risk tolerance level. By discovering a client’s objectives by listening and then asking questions, Blair can produce a customized portfolio, which is why he prefers to meet with individuals in person.

 

Blair established Wealth Solutions, which is a Registered Investment Advisory, in 1994 to offer expert financial advice to individuals, families and owners of small businesses. Blair employs his Three Pillars approach at Wealth Solutions, which begins with identifying his client’s objectives. Next, Blair develops strategies to generate the highest long-term returns for clients while minimizing their risk. Over time, Wealth Solutions evaluate each strategy, comparing it to the market average and to the client’s expectations. Finally, Blair discusses life insurance protection with his clients.

 

Wealth Solutions is the ideal financial services firm for Greater Austin residents to protect and grow their assets while enjoying the personal service that only a small, local firm can offer.

 

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