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 Comes Up With A Financial Plan To Provide Financial Inclusion To Non-Accredited Investors

Brad Reifler who serves as a CEO of Forefront Capital orchestrated an innovative solution to bring financial inclusion to the middle class. The initiative, Forefront Income Trust, targets people at the grassroots level to help them enjoy financial services, which were traditionally and exclusively enjoyed by credited investors.

Like many investors, Brad Reifler was biased to wealthy clients because they provided low-risk levels to shareholders. However, better technology over the years ensures knowledge and insight in the stock market are right at your fingertips. Readily available knowledge significantly reduces risk and therefore is key to Forefront Income Trust’s aim of providing investment opportunities to the middle-class.

Forefront Income Trust seeks to reduce the ever-widening gap between the one percenters and the middle class. The Trust’s aim is to provide a platform where non-accredited investors a can invest a minimum sum of $2,500. That amount can be withdrawn or added to every quarter. The Trust provides higher risk with a significant growth potential. Its structure, however, is well diversified to help mitigate risks.

Brad Reifler claimed that the Forefront Income Trust offers different programs that provide liquidation for its clients. He claimed that the fund doesn’t make a profit until the clients make at least 8% on their investment. He further added that he seeks to provide investment opportunities for everyone regardless their wealth status to financially secure their futures.

Background

Brad Reifler attended Bowdoin College where he graduated with a Bachelor’s Degree in Economics and Political Science. He founded his first company in 1982 called Reifler Trading, which was later acquired by Refco. Subsequently, he founded Pali Capital where he acted as both the CEO and Chairman for 13 years. He grew the company to over $200 million in profits and had offices US, Australia, and the UK. He also serves as a director of Genesis Securities.