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.