Richard Blair And His Ability To Secure His Clients Futures

Richard Blair of Wealth Solutions believes a solid plan is required for anyone wanting to achieve their financial goals. For this reason he provides services in wealth management for his clients. His company uses a three faceted approach so his firm can become familiar with the financial and retirement needs of their clients. Each client receives an individual customized plan.

 

The first facet is creating a road map for the financial success of the client. Their goals, strengths, tolerance for taking risks and opportunities for growth are identified. Once Wealth Management understands how their clients feel and exactly what they are looking for creating a road map becomes easy.

 

The second facet is the development of a specific strategy that will serve the customer into the future. The strategy is tailored specifically for the investment goals and liquidity required by the client. Richard will manage the individuals assets and reallocate whenever necessary to be certain he maximizes his clients portfolio. He understands the market and during periods of negativity he ensures the reduction of any negative impacts for his clients.

 

The third and final facet is about the goals of his client. He establishes strategies to make sure the clients goals are met. This includes any needs regarding insurance such as life insurance, long term care and even annuities.

 

Richard made the decision to go into the fields of advice and financial services to small businesses, families and individuals because of his background. He came from a family consisting of many teachers and was influenced because of what he learned. He saw firsthand the ability of a teacher to increase a persons knowledge and confidence. He combined this with his passion for finances and founded Wealth Solutions in 1994.

 

The firm has a reputation for giving advice that is objective and unbiased without any conflict of interest. Richard uses his skill and knowledge to give his clients the advice they need to plan for their future and their retirement.

 

Over a period of years Richard has fine tuned his vast experience in finances and retirement planning to help his clients. He understands how to bridge the wide gap between the planning stage and actually living the retirement you want. He has the ability to see and circumvent all of the common pitfalls people face. His strategies for retirement planning have been proven to be incredibly effective. His goal is to see each and every one of his client achieve a successful retirement.

 

 

 

 

Brad Reifler The Financial Guru

PR Newswire got a summary from Brad Reifler about the recent film known as The Money Monster. In his review, he compared the similarities between real life investors and the film putting emphasis on how the market can be dangerous especially to the unprepared folks who don’t expect any potential pitfalls. All investor seek minimal loss strategies, but learning that comes at a price. CEO of Forefront Capital, Brad Reifler, is well acquainted with the investment marketing.

Brad Reifler shared his views in a recent Reuters’s article on “tips that can put the average person well on their way to becoming a successful investor.” Below is a summary of the article:

Don’t invest all your funds in stock markets. Potential investors should consider the safety of their money as a crucial factor.

Build a relationship with your fund manager as it is paramount to know who is handling your funds.

Find out what is triggering you to invest in specific industries and your objectives. If a particular field is thriving, capitalize on it.

Mr. Reifler’s past experiences made him realize middle-class investors have limited investment options because the government doesn’t always accredit their plans. Currently, Mr. Reifler only focuses on non-accredited investors who are neglected by the investment world and considered as not being knowledgeable enough to participate.

After three decades the SEC has now realized that people are more interested in issues that concern investments and shareholders need protection from unpredictable investments like the stock market.

Mr. Reifler’s company, Forefront Capital, now takes the initiative of drowning the fears of investors who suffered the 2008 crisis by being a firm for the people. He holds strong faith in the idea of offering compound returns with numerous investment options for average investors who could witness a small business grow substantially.

Mr. Reifler’s History in Finance

Mr. Reifler holds a degree in Economics and political science from Bowdoin College. After college, he discovered the Reifler Trading Corporation in 1982 which was later acquired by Refco. Mr. Reifler found other companies like Forefront Capital and Pali Capital.

After 13 years as Pali’s CEO, he founded Forefront Capital. This company was as a result of support from bankers, business leaders, and trusted investment advisers. Forefront Capital maintains different lines of services like Forefront Partners and Forefront Advisory.

The Forefront Income Trust Initiative

Mr. Reifler noted that the average investors were unwilling to invest and those who wanted to do it found restrictive measures in place. To counter this, Brad Reifer started the Forefront Income Trust initiative. The program allowed unaccredited members to invest four times in a year and this spread the risk down the year.

Even as a CEO, Reifler made it his duty to educate infant investors about investing. He noted that lack of understanding and information hindered the middle income earning people from investing and with the financial crisis in 2008 causing a wealth of worries.

A Continuous Effort in the Field

Brad Reifler’s career includes more than discovering companies. He has served on many advisory boards like the European American Investment Bank. He also served as a director for lots of successful organizations like Sino Mercury Acquisition Corporation and Wins Finance Holdings Incorporated. Mr. Reifler has been celebrated for his all his efforts.

About Brad Reifler

Mr. Reifler’s career started in the 80s when he discovered Reifler Trading. The company managed millions of dollars in discretionary accounts. After garnering knowledge, Brad Reifler switched to information dissemination, institutional research, execution services, and global derivative advisory.

With years of success as an investor and entrepreneur, Mr. Reifler has achieved what most companies in his line of trade have not made. After strategically working his way to success, he now runs Forefront Capital, a company which has helped many Americans with their investments.