Richard Blair is one of the most reputed registered financial advisors based in Austin, Texas. His company, Wealth Solutions, offers personalized financial advice and solutions to meet the needs and financial objectives of different individuals. He has done some courses in the field of finance and business management, which includes CFS, CAS, RICP and CES.
It adds to his credibility, knowledge, and skills as a financial advisor. As a financial advisor, Richard Blair is friendly and understanding and tries to ascertain the long-term financial goals of his clients to devise a plan that helps them reach there, much sooner than they expected.
Wealth creation is not a natural process, and as much as it depends on the income does it rely on the planning. A well-planned and executed financial roadmap can help the person create a considerable amount of wealth in their lifetime, even without having the luxury of a huge income.
Richard Blair Wealth Solutions provides retirement planning and financial planning services to a huge clientele based in Austin and from other regions across Texas and the rest of the country.
The process followed by Richard Blair to provide his clients with financial planning services is simple and straightforward. It follows a three step approach, in which the first phase deals with letting the customer design and plan out their financial situation and long-term goals.
It helps Richard to decide the current financial situation of the client as well as their risk appetite. It clearly magnifies the long-term financial goals of the client and helps in charting out a plan that takes them there.
The second step in the process is to build a strategic plan to help clients achieve their goals and make an investment plan that works. It is a process that is entirely customized at each step, considering the liquidity needs of the clients, the investment goals, the present income of the client, and more.
The assets and investments are allocated in a way that it helps the clients to get the results they seek. The investment portfolio of customers is stabilized by keeping it diverse and not hatching all the eggs in one basket, which is a traditional yet useful trick followed by Richard Blair always.
According to Data Fox, once these two steps are done with, Richard Blair Wealth Solutions takes care of the insurance needs of his clients and ensures they are financially secured through insurance and annuities. Richard ensures that its customers can enjoy a financially secured life under his watch and financial planning.