If you are looking for someone really experienced in finance to help you plan for the future, According to Wealth Minder, Richard Blair Wealth Solutions would be an excellent choice. He is not only an advisor, but also a specialist and professional. The proof is all behind his name.
He is a Registered Investment Advisor (RIA), Certified Annuity Specialist (CAS), Certified Estate and Trust Specialist (CES), Certified Fund Specialist (CFS), Certified Income Specialist (CIS), Certified Tax Specialist (CTS), and a Retired Income Certified Professional (RICP).
Richard’s interest in finance came about from his family. Education was all around him growing up. His mother, grandmother and wife were all teachers. He learned that knowledge and confidence could take him where he wanted to go to be successful.
Success wasn’t his only goal. He really wanted to help people with financial planning and investments. In 1993 right after completing college from the University of Houston, he entered the financial services industry and within a year he had started his own independent firm called Wealth Solutions located in Austin, Texas.
When it comes to skills, Richard Blair has quite a few, they are in Investments, Financial Goals, Retirement, Finance, Portfolio Management, Financial Services, Financial Planning, Financial Analysis, Mutual Funds, Banking, Wealth Management, and Risk Management. He is pretty much experienced in anything a client could possibly need to plan for the future.
According to Crunchbase, Richard Blair Wealth Solutions believe that financial strategies need to be continuously reviewed to keep up with the ever changing environment. They want to make sure their clients are always informed in the latest financial strategies that will work for their client’s goals. Richard Blair also wanted not only to help people have a plan for retirement, but also be able to live in it.
Clients that come to Wealth Solutions sometimes come not knowing where to start. They need to know what are their assets and liabilities, goals and objectives. They need to figure out short term and long term goals. They also need to get a retirement plan that will help them continue the same lifestyle they have now.
It is so important to start planning early. Every minute counts and every dollar counts. Most people don’t even think about a retirement plan until later in life. Early saving and investing is key to financial security in the future.