March 25, 2017

Richard Blair Provides Holistic, Three Pillar Approach to Retirement Peace

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Richard Blair Wealth Solutions has always loved learning. His family has a lineage of teachers. He figured out early on that combining his love of teaching with his love of finance was the best opportunity for both him and the customers he served. After high school, he attended the University of Houston to receive a Bachelor’s degree in Finance and Financial Management Services.

He went straight from college to the financial workforce and in over a year started his own firm, with the focus to help clients meet their financial needs. Since he first started he has been able to see his clients plan for and live in a happy retirement.

This is beneficial to his new clients because they get expertise of someone who has spent years honing his skill. He has become certified in Annuity, Estates and Trust, Fund Specialist, Certified Income Specialist, Tax Specialist, and Retirement Income Professional. This means that Blair has the ability to take care of any financial needs a customer may have.

Part of the plan that Richard Blair Wealth Solutions has created includes a three tier pillar. Each pillar is a step towards financial freedom. The first step is to identify where the client wants to be. What are their financial goals? This also includes a SWOT analysis. SWOT stands for Strength, Weakness, Opportunity, and Threat.

Once he understands all of these things then Pillar two can happen. Pillar two means creating “an effective, long-term investment strategy” (

Blair and his associates do this by tailoring each strategy based on what the customer desires for their future. He also uses his knowledge of other data that he has gathered over the years. Pillar three means making sure that his client is insured in a manner that takes care of them and their family if anything happens in the future.

This holistic plan means that a customer no longer has to worry about their retirement future or fear if something happens to them, their family will not be taken care of. The peace of mind is worth the phone call to Wealth Solutions in Austin, Texas, a place where they can “take the guess work out of retirement.”

Category : SWOT analysisTax Specialist

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