In Austin, Texas, Richard Blair of Wealth Solutions provides professional wealth management, financial planning and retirement planning services. Instead of working with clients over the Internet, Blair prefers working with clients in the Greater Austin community exclusively so that he can meet every one of his clients personally. As opposed to the impersonal service offered by some firms that offer financial advice, Blair strives to build trusting personal relationships with his firm’s clients. With approximately $52 million in assets under his management and more than 25 years of experience in the industry, clients trust Blair with their financial future.
As affluent individuals acquire wealth, they often need help growing and preserving their assets. Wealth Solutions offers investment opportunities that someone may not discover on their own and while Blair provides suggestions, he always encourages his clients to make informed financial decisions.
Blair advises his clients at Wealth Solutions to begin planning for their retirement as early as possible. His holistic approach includes building assets; maximizing the assets and then helping clients decide when to retire and how to minimize taxes. During the retirement income planning, Blair encourages his clients to formalize their plans for their assets after death.
Wealth Solutions’ clients always receive unbiased advise that helps them reach their personal goals for building wealth, wealth preservation and for their retirement since Blair charges clients a percentage of their investments instead of accepting commissions for selling various financial products. As the founder and sole owner of Wealth Solutions, Blair is able to maintain his high standards for providing objective, customized advise. He discusses short and long term goals with his clients to ensure that Wealth Solutions is managing their assets in a way that helps the firm’s clients meet their financial goals.
Blair’s qualifications include being a Certified Annuity Specialist, a Retirement Income Certified Professional, a Certified Income Specialist, a Certified Tax Specialist, a Certified Fund Specialist and a Certified Estate and Trust Specialist. Blair also completes all of the continuing education requirements to maintain his certifications.
Blair also writes an informative blog where readers can learn more about everything from Medigap insurance to reverse mortgages. Learn more: https://www.wealthminder.com/financial-advisors/TX/bee-cave/richard-blair/326407