Richard Blair is a highly certified independent financial advisor with over 20 years’ experience in the financial advisory services section. He is the founder and Chief Investment Officer at Wealth Solutions, a provider of customized and alternate investment options, retirement and wealth management strategies under the Registered Investment Advisory, RIA platform.
Wealth solutions first undertake a deep client research and analysis to understand their financial position and create a financial proposal. Client’s expectations, goals, and concerns are addressed. Secondly, a market analysis helps determine the best financial strategy that preserves and grows client’s wealth and assets. Thirdly, products to meet these customers’ needs are implemented including annuities, long-term care, and life insurance. Mr. Blair offers comprehensive financial and investment solutions to families and small business owners to achieve financial freedoms and goals.
Market fluctuations are a real threat to your wealth and retirement savings. Sound financial strategies must be able to adapt and stay as dynamic as the financial markets they operate in. Through Wealth Solutions, Mr. Blair is able to leverage identified opportunities and mitigate against risk, thereby safeguarding and growing client investments.
Clear continual communications with clients and associates are essential in delivering revolutionary products that improve people’s lives. There is a great benefit to working with a local community in that constant communications including calls and meetings are easier to handle and economical. Long-term relationships thrive from regular consultation and great performing products.
Richard Blair has consolidated skills and expertise. He is highly certified with six accredited industry certifications. Specifically, these are; the Certified Income Specialist (CIS); Certified Annuity Specialist (CAS); Certified Estate and Trust Specialist (CES); Certified Tax Specialist (CTS); Certified Fund Specialist (CFS); and Retired Income Certified Professional (RICP).
According to Bright Scope, the proof is there to see that Richard Blair Wealth Solutions takes his work seriously. Having the right qualifications to handle the financial markets is key to the success of your engagements. Experience means you have had the opportunity to face many problems in the past in one form or another and are thus better prepared to cope with future changes in the industry.
Being an independent financial advisor means that he is not overly affiliated to any single brand and can, therefore, be in a position to offer better options.