When it comes to monetary concerns, making plans for retirement is perhaps the most important financial task tasks one faces in life. Many people unknowingly choose the less reliable firms to handle their retirement. Financial adviser Richard Blair has a respect for knowledge and a love for educating others about their monetary concerns.
Both his mother and his grandmother were teachers.
Those leanings are part of what inspired him to seek a position in the investment industry following his college graduation in 1992. They are also what led him to create his own company, Wealth Solutions.
Headquartered in Austin, Texas, Wealth Solutions has been serving the investment needs for almost a quarter of a century. Both Blair’s success as well as that of his clientele, are the result of a three-part approach. His “Three Pillar” approach to financial retirement is at the core of his employment at Wealth Solutions.
Each step leads customers to the next one. The ultimate goal is the creation of a successful, solid, and secure retirement fund. Blair’s trio of pillars provides essential guidelines one must adhere to in order to succeed. A brief examination of said pillars demonstrates why WS is considered a good choice when it comes to achieving one’s retirement goals.
The first pillar concerns establishing a financial roadmap that Blair and his customers will follow. Customers must fully cooperate in order to set down specific financial goals and needs. Blair concentrates on establishing the strengths and weaknesses of a customer’s investment portfolio prior to working out a specific investment plan that is adverse to risk and has high growth potential.
The second pillar centers on the long-term angle of financial retirement. It involves every aspect of asset management. Blair manipulates assets to ensure that his customer’s investment portfolio has the best chance of being successful. At this point, Blair also works to focus on how to properly mitigate any potential negative market potential to the client’s retirement portfolio.
Lastly, the third and final pillar involves Blair concentrating on any and all of the customer’s insurance needs (https://www.linkedin.com/in/richard-blair-bb6772108). Blair cites annuities, life insurance, and other long-term needs while simultaneously working with his clientele to set strong strategies and goals. Richard Blair of Wealth Solutions center on this three-pronged approach in order to help a truly diverse range of clients in properly prepare for their successful future retirement.