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.

 

 

 

 

Helane Morrison gaining your Trust

Helane Morrison began her professional career by practicing law at Howard, Rice, Nemorovski, Canady, Falk & Rabkin from 1986-1996. In this law firm, she was eventually promoted to partner in 1991. Her work here included business litigation, defense of private securities, and SEC matters. Eventually, she moved away from law practice and joined regulatory committees that governed how the financial industry operated.

In 1999, Morrison led the San Francisco Office of the Unite States Securities and Exchange Commission. She was in this position until 2007, where she enforced securities, litigation matters, and regulatory compliance within her jurisdiction. At the peak, she handled the matters of up to five states in the Northwest surrounding California. The most notable cases she handled were fraud cases that involved top executives at major companies such as Google, Hewlett-Packard, NextCard Inc, and HBO. In addition, she exposed the malpractices of an insurance company called American Amicable which served over 50,000 military personnel.

Using her prior experience, Helane eventually moved on to Hall Capital in 2007. Hall Capital is one of the largest advisory firms in San Francisco. In this firm, Helane Morrison holds a position as a member of the company’s Executive Committee and is the Chief Compliance Officer.

Throughout her time in the industry, Helane Morrison has gained in-depth knowledge of what happened following the economic crash of 2008. People began to lose faith in the financial industry because of the way the top executives and leaders of the biggest firms handled their money and the situation at the time. People began taking back the money into their own hands, leading to a stagnant environment.

Helane Morrison has made it her personal mission to fix this issue. She entered into the ring to rescue the public and enforce accountability, integrity, and regulatory compliance. She is sharp, firm and hardworking. She puts her unique skill set to work for her clients by ensuring that they are working with only the most safe firms that she offers. She and her team personally comb through brokerage firms, financial advisers, and mutual fund advisers in order to make sure that they are legitimately concerned with her clients well being.

Overall, Helane Morrison is personally involved in the best financial decisions for her clients. She understands where the industry went wrong eight years ago and is determined to gain back the trust of the public. She dedicates her time to this mission.

Marc Sparks, Social Entrepreneurs and Pure Philanthropy

Marc A. Sparks is a businessman who has enjoyed many favorable outcomes throughout his career. He’s a celebrated venture capitalist and entrepreneur who calls Dallas, Texas his home. He’s been behind more than 60 distinctive startup organizations up until this point. These startups run the gamut as well. They have included a few dining establishments and even an agency that specializes in car insurance. Sparks, needless to say, has a well-rounded view of the business realm.

Marc Sparks is perpetually on the lookout for smart business openings and opportunities. He’s currently hard at work on Spark Tank, which is a type of social innovation challenge. Spark Tank is a mission that strives to give social entrepreneurs the ability to do good for society and the planet in general. Social entrepreneurs who wish to make their marks on the planet can submit applications for grants from Spark Tank.

These grants are for a total of $5,000. The organizations that take part in Spark Tank are diverse. Dogs Matter is an in-depth program that offers temporary foster assistance for canines that have been in the care of alcoholics and drug addicts. Dogs Matter aims to aid alcoholics and drug addicts who do not want to be forced to give up the animals they love so much. Metro Relief is another organization that is involved with Spark Tank.

It’s a soup kitchen with a unique twist. That twist is that it’s mobile. The team behind Metro Relief visits homeless persons and gives them access to necessities that may be able to improve their existences significantly. The Metro Relief team also has a reliable recovery auto that can provide people with rehabilitation center transportation. Learn more about Marc Sparks: http://www.amazon.com/They-Cant-Eat-Marc-Sparks/dp/0990495000 and http://www.lulu.com/spotlight/marcsparks

House of Eli, last but not least, is yet another organization that’s involved with Spark Tank. House of Eli offers transitional living assistance to young men who are anywhere between the ages of 17 and 21. This assistance is geared toward young men who have recently exited foster care. House of Eli aids young men who need to finish their schooling. It also gives them the chance to reside in a family environment. Read more: @msparks5010

Philanthropy is something that is invaluable to Sparks. He routinely makes donations to charitable organizations that are located in his community. He has in the past given money to a Dallas program that focuses on young people who need to attain high school diplomas.

While Sparks donates money on a regular basis, he also makes a big point to donate an asset that’s just as valuable and important. That’s his precious time. Sparks has been involved with Habitat For Humanity in their efforts to construct residences for impoverished individuals. He also spends a lot of time helping out at The Samaritan Inn, a homeless shelter.

Creating Financial Solutions with Laidlaw & Company

Laidlaw & Company has many clients world wide ranging from private clients to both domestic and international companies. They provide their clients with some of the best investment banking services including wealth management. Laidlaw & Company has offices throughout the United states and Europe. All the 150 employees of Laidlaw & Company have both FINRA and FCA authorization which allows them to do business on a global scale.

Distributing financial solutions as well as gathering assets is Laidlaw & Company’s priority and focus. Matthew Eitner at Laidlaw & Company has a very strong work ethic and do not shy away from a challenge. The executive team is made up of Matthew D.Eitner who is the Chief Executive Officer, James P.Ahern the Managing Partner and Head of Capital Markets and John W.Coolong the Chief Compliance Officer and Chief Financial Officer.

Matthew Eitner joined the Laidlaw & Company firm in the year 2010. That same year in the month of April he was named the CEO of the company. Before he started work at Laidlaw & Company he was the Managing Director at Aegis Capital Corp. Here he was managing a private client group. Matthew Eitner began working at Aegis Capital and was their Vice President at Casimir Capital. This was a boutique investment firm which gave him the experience he now uses to his advantage at Laidlaw & Company.

The firm is made up of a team of professionals who have been working in this industry for decades and bring their wealth of knowledge to every deal. Up and coming companies that require start up capital are hard pressed to find a better solution than Laidlaw & Company. They have a strong retail sales force which gives these emerging companies room to grow.

Learn more about the work they do through these links:

http://www.relmada.com/news-events/press-releases/detail/139/u-s-federal-court-grants-preliminary-injunction-against

http://www.wsj.com/articles/SB10001424052702303643304579107442831410708