Serving Austin, Texas and also covering New Braunfels, Bastrop, Georgetown, Marble Falls, and Houston. Wealth Solutions, Inc. helps business owners, families, and individuals with extensive financial planning (http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/). The professionals at WSI know that with changing financial markets, they need to help their clients with investment solutions that will help them with retirement and let them continue to grow their assets. To keep clients abreast of current developments in financial planning, WSI keeps them informed with emails that they can choose to receive from the Financial Education Series. WSI is focused on helping clients reach their retirement goals so they can be assured of a viable income. They can also help with estate planning, insurance, and money management.
Richard Blair, the founder of Wealth Solutions Inc. has worked in the financial industry for over 20 years. He believes in maintaining a close relationship with clients and giving them all the options they need to make sound investment decisions. One of the areas of Richard’s expertise is helping clients plan their retirement and analyze their future needs in the areas of personal expenses and asset management.
Richard entered the financial services field after he graduated from the University of Houston in 1993, with a Bachelor’s Degree in Finance. With his talent for finance he started Wealth Solutions Inc. in 1994 because he wanted to help clients with their financial and investment needs. With a long line of teachers in his family, he has a personal love for education and he wanted the chance to give investors the financial education they needed to manage their assets. Richard and his team at WSI employ what they call a “three pillar approach.” Pillar one is to help the client develop a long term plan. Pillar two involves developing a strategy that is custom made for each client’s needs. Pillar three involves helping clients with insurance and long-term care insurance, so they can have the coverage necessary to handle the crisis that you can’t predict in life.
Richard Blair holds several certifications that include Certified Tax Specialist, Certified Fund Specialist, Certified Income Specialist, Certified Annuity Specialist, Retirement Income Certified Professional, and Investment Adviser Representative. Working with Richard at WSI are staff members Karen Mosich, Executive Associate, Kathleen Neck, Human Resources and Special Projects, and Vashanti Mehta, Director of Operations.