Investing is a decision that can affect a person’s future. Finding a qualified financial advisor is the first step to securing those long term goals. The job of an investment advisor is to give clients advice on investment opportunities that include mutual funds, stocks, and bonds. They take into consideration the risks and the expected rate of return of the individual investor. There is a great deal of thought that goes into each transaction such as retirement plans, the state of the current portfolio, and taxable income.
Expert in the Field
Richard Blair is one of the top registered investment advisors in Austin, Texas. His expertise gives people the strategies they need to attain their financial goals. He knows how important it is for people to look beyond what they have and see a path that can give them the freedom they desire. His commitment to helping people inspired him to open his own firm in 1994 aptly called Wealth Solutions.
The objective of Wealth Solutions is to help people form their financial strategies. Richard Blair knows how important it is to educate people about making timely investments that correspond with the changes in their life such as a marriage, children, or retirement. Many people find it difficult to see past the present, but with the help of the Richard Blair Wealth Solutions team, they are able to reach past the present and realize the potential.
Importance of Education
Richard Blair knows how important education is and is proud to be a University of Houston alumni having graduated with a Bachelor’s Degree in finance. His long list of credentials includes Registered Investment Advisor, Certified Annuity Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Income Specialist, Certified Tax Specialist, and Retirement Income Certified Professional.
Innovation in Finance
A diverse and creative financial management plan keeps people on the right track to success. Richard Blair understands the current trends and is able to anticipate where the market is going. His primary focus is on developing a strategy that is based around the client’s financial situation and giving them the advice they need to increase their wealth portfolio. Richard Blair can identify any weakness in the current plan and make the necessary changes to bring it up to date. He is always striving to be the best he can be and then passing those skills on to his clients.