Richard Blair is a trusted advisor in and around Austin on investment and wealth solutions with decades of quality services. Through his firm Wealth Solutions, Inc, Richard provides a number of services that are cascading the needs of every client. His years of experience in the industry has helped him to understand each of the customer’s requirements and formulating comprehensive plans to address their needs. He advises mainly three types of plans such as income generating options, wealth creating solutions, and retirement needs. Blair offers his advisory services to individuals, families, and small business, and he points out the importance of having a solid investment option for everyone.
He follows a three pillar approach to understand the need the customers and to find a suitable investment option for them. In the first step, a financial road map is laid out, and during the process, the strengths, risk tolerance, growth opportunities, and goals of the clients are understood. In the second step, a long-term strategy is being developed to address the needs of the customers considering his liquidity requirements and investment goals. Richard closely works with the funds and move between various investment options considering the growth prospects of each option. He also diversifies the investment to reduce the risk of any loss when the market is in adverse condition. In the third step, each of the customer’s financial goals is set and approves strategies to meet them. Blair also takes care of their insurance needs considering long-term care, annuities, and life insurance.
Since Richard Blair of Wealth Solutions comes from teaching background, he uses his teaching skills to convince the clients the need for investments and to find the best options for them. He also traces the latest news and developments in the market to serve the customers better. Richard started the firm 1994 to help the individuals and families in Austin area to achieve their financial goals. The firm works as an RIA or Registered Investment Advisory firm.
Richard completed his graduation in Financial Management Services and Finance. He completed some professional and industrial certifications such as CAS, CES, CFS, and RICP in his mission to give quality financial advising services to his clients. Richard is known for integrity to his services and unbiased advisory and investment services with the only goal of protecting the customer’s interests on top of everything. Due to this, many of his new clients are coming from the referral of existing customers – a clear proof of quality service over the years.
I was in need of some kindness when I made my way to Laidlaw & Company because no one was helping me with investing. They were the first people to help, and I even got transferred to Matthew Eitner to talk about my investing future. He wanted to talk to me about my goals, and he wanted me to know that I was going to have very good results because of the way that the company worked. He personally picked out a broker, and then I was able to get the broker to show me what he thought I should be doing.
It made a lot more sense to talk to James Ahern than it did to just think that everything would work out right the first time. I felt much better about my options when I was talking to a good broker, and I knew that I was going to come out well no matter what it was. I was able to ask a lot of questions, and I was able to get a lot of good answers. You might not be that confident about investing, and you will still be able to get help from someone on the Laidlaw & Company team.
They have also made it so that I can invest in basically any place that I want. They have shown me that I can do anything I want when I start investing, and they can teach me what I need to know about all the investments that I want to make in the future. I feel much better about the future, and I know now that I am going to get help that will really start to change my life. It feels good to know how to invest, and it feels good to learn at Laidlaw & Company.