Richard Blair is an extremely skilled and certified financial adviser. In addition to a college degree, Blair has spent much time fine tuning his skills by earning many certifications to help clients in all stages of life.
His list of certifications include Certified Fund Specialist, Certified Income Specialist, Certifiec Tax Specialist, Investment Adviser Representative, Retirement Income Certified Professional, Certified Estate and Trust Specialist and Certified Annuity Specialist. (1)Coming from a family of teachers,(1) Blair has always understood education to be an important and life changing commodity.
According to Wealth Minder, Richard Blair Wealth Solutions managed to combine his interest in education with his personal enjoyment of the world of finance to become a trusted, reliable and respected financial adviser. In 1994, one year after completing college, Blair founded his independent financial advising institution, Wealth Solutions. Wealth Solutions was founded to help those in or around the Austin, Texas area with their current financial needs as well as their future plans for retirement.
Planning is often the most important of any task. Without a proper plan, there cannot be a proper path to achieve a goal. Blair believes this is particularly true in the finance world. Over twenty years of experience has lead Blair and his team at Wealth Solutions to develop their own plans and strategies for the most efficient and productive way to help clients.
The first step is to determine where the client stands financially. It is necessary to understand this first as it is the springboard for the rest of the plan. The second step of Blair’s plan regards investing strategies. This step is going to differ from client to client. Wealth Solutions monitors the market closely to help client’s investments increase.
This can be managed, for example, by purchasing and selling investments depending on current market trends with the client’s long term goals in mind. The third part of Wealth Solutions’ financial plan pertains to insurance needs and possible future medical needs which may arise in a client’s life. This aspect is just as important as the others because it not only protects the individual or corporation, but the families as well.