The three pillar approach used by Richard Blair Wealth Solutions has made him and the company he founded a household name in Texas and its environs. These pillars are designed to make any business or individual solve their financial situations and identify problems as well as their clients.
What the three pillars entail
The first pillar is intended to help the clients build up a positive financial roadmap. Levels of the company’s risk tolerance are gauged and key drivers identified during this primary stage. The second pillar works towards the growth of a long-term strategy so as to ascertain that the clients realize a return on their investment.
With this in mind, the second pillar’s primary focus is on the liquidity requirements as well as the investment goals. This is done by a team of experts whose main purpose is to enhance productivity while ensuring that losses are at a bare minimum.
A look at how the company was founded
Money markets experience continuous fluctuations from time to time, and Wealth Solutions Inc. strongly advocates for a change in changing the financial strategies to adapt to the respective environment.
According to Bright Scope, through its leader, Richard Blair Wealth Solutions, they help retiring people avoid common financial pitfalls through proper planning. He was drawn to education by his mother and grandmother, who excelled in the profession, and this combined with his natural skill for finance, he realized that he wanted to help out people with retirement planning and investment.
He graduated from college and immediately got into the financial services field in 1993. Realizing that most people aim at protecting and preserving their wealth, earning a steady income and ensuring that they leave a legacy for their beneficiaries, he founded Wealth Solutions Inc. in 1994.
The firm has grown in leaps and bounds to become a major player in bringing a difference in individual lives and families, as well as the owners of both small and large businesses he has had to deal with over the years.