Trying to navigate through the treacherous waters of retirement planning alone will most likely lead you to a dead end. Advisors like Richard Blair knows this all too well. Learn more: http://www.wealthsolutionsria.com/p/my-story
In 1994, Mr. Blair started his own retirement planning firm, Wealth Solutions, in Austin, Texas as a way to help the members of his community avoid the nasty pitfalls of poor financial planning. Educating others comes naturally for the University of Houston grad. Mr. Blair comes from a family of educators. When you combine Mr. Blair’s innate acuity in finance with his passion to educate and propensity to help others, you get a high-powered advisor who will stop at nothing to ensure that the community he serves is on the path to retiring successfully.
The highly credentialed advisor believes in taking a holistic approach to financial planning. Making sure there are no rocks left unturned is a surefire way of avoiding the financial hazards that many suffer from due to lackluster planning. Center to Mr. Blair’s strategy is asset protection. He believes in getting his clients market-linked returns as long as there is downside protection to preserve principal. While understanding there is no one-size-fits-all approach to retirement planning, Mr. Blair is adamant about preserving his client’s wealth, developing a steady retirement income, and leaving a legacy to their heirs.
Since everyone’s financial needs are different it’s important to tailor a plan that is specific to each client. This is why Mr. Blair has devised a process where he only talks about what’s pertinent to his clients. From there he crafts a customized plan that will meet his client’s personal and financial goals. Mr. Blair does not have any quotas to fill or proprietary products to offer. This is what allows him to find the right combination of products to fit his client’s objectives in lieu of cramming his clients into unsuitable financial solutions.
The folks of Austin can rest assure that they are in good hands with Mr. Blair. Transparency regarding cost associated with transferring accounts is of paramount importance at Wealth Solutions. Moreover, Mr. Blair stays abreast on all the changes in the retirement space, so his advice is always relevant to the times.
Part of what ensures a successful client-advisor relationship is continued education. To help foster such a relationship the Austin-based advisor created Wealth Solutions Learning Center. Wealth Solutions is a Financial Education Series that is disseminated periodically to Mr. Blair’s subscription list. The primary aim of this Series is to keep his clients up to date on all things retirement. It’s programs like this that help Mr. Blair separate himself from the competition and provide tremendous value to his clients.