Richard Blair of Wealth Solutions has committed the better part of his life to making sure that people can find their way to retirement by way of smart investments and retirement planning. Wealth Solutions is based out of Austin Texas and operates itself as a licensed Registered Investment Advisory firm (RIA). Blair, who had always been absolutely enraptured by knowledge, decided to use his thirst of information in a way that could help people. Blair would follow the financial career path after graduating college by starting Wealth Solutions in 1994. Now Blair is opening up about the process he follows during the financial planning portion with his clients.
In order to help clients find their way to successful retirement planning, Blair likes to follow what he calls the “Three Pillar Approach” to financial planning. This financial planning method allows his clients to get a firm visual on what exactly they are going to be pursuing as they work hand in hand with Wealth Solutions and Richard Blair. This comprehensive approach helps client’s to focus on their financials as they are and what their financials need to be in order to hit that retirement target right on time for their own life plans.
Each financial planning session starts by targeting the first pillar in the bunch. Pillar 1, as Blair short-hands the concept, focuses on understanding where exactly his client is standing financially t the present point in time. This pillar develops the strengths of the client while matching those strengths up with realistic goals, financial opportunities, and the most potent risks that they may stumble across. Learn more: http://creditorweekly.com/index.php/2016/05/26/investment-strategy-with-richard-blair/
After pillar 1 has been circled the team at Wealth Solutions moves on to Pillar 2. The second pillar in the bunch focuses on developing a long term plan. Blair approaches the assets of his client and moves them around in order to maximize the potential of each and every portfolio that his client will present. The third and final pillar focuses on insurance, long term care, and other such needs way down the line. The third pillar is no more or less important than the first two in the list. Learn more: http://ianjenkins.net/richard-blair-and-wealth-solutions-that-work/