Why Consulting Investment Advisors like Richard Blair is Important

Most individuals who opt for the DIY approach on personal investment matters have paid dearly by losing a significant amount of their money. Further, most individuals of the public hold low confidence and trust in the financial sector due to the existence of Ponzi schemes that have flooded the financial sector with financial scams. This has given rise to the need for professional investment advisory services in a bid to help financially incompetent and inexperienced members of the public with matters pertaining securities.

Investment advisors are either groups or people who are tasked with executing investment recommendations or conducting securities analysis in exchange for a certain fee. Most professionals in this line of operate within the financial sector by offering financial guidance and advice. They can undertake various actions on behalf of their clients under discretionary authority, which ought to be provided by customers in a formal manner.

An investment manager can manage his or her clients’ assets directly. Those professionals in this line of work with sufficient property that can be registered with the Securities and Exchange Commission are called Registered Investment Advisors. Dealing with investment advisors give clients a sense of security since they are prohibited by law to provide fraudulent or deceitful advice to their customers. Further, they are not allowed to sell or buy securities between their clients and themselves without the existence of a written agreement.

Richard Blair

Richard Blair boasts of a cemented reputation in providing investment advisory services. He offers investment services to the public through Wealth Solutions, which is his Investment Advisory firm. Blair holds a broad range of professional qualifications in his line of work or career. Hence, he is a Certified Fund Specialist, Certified Tax Specialist, Retirement Income Certified Professional, Certified Annuity Specialist, Registered Investment Advisor, Certified Estate and Trust Specialist among others. On top of these professional titles, he holds an undergraduate degree in Finance from the University of Houston.

Blair founded Wealth Solutions with an objective of delivering a significant and positive impact on the lives of business owners, individuals as well as families. He is greatly inclined to education matters since his grandmother and mother were once teachers. Through their work, he witnessed the impact of teaching in the growth of an individual’s level of confidence and knowledge. Over 20 years in his career, he has continuously fine-tuned his expertise, especially in retirement planning. As such, he has made a significant impact in helping his customers narrow the gap between planning for retirement and being in retirement.

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Wealth Solution Inc.’s Investment and Finance Planning Services

Wealth Solutions Inc. (WSI) is a trusted consultancy company that offers a variety of financial prediction solutions to its clients. The business has been licensed as a Registered Investment Advisory firm, and its principal offices are located in Austin, Texas. The primary customers that the company serves are SME owners and affluent individuals who have thriving enterprises in Georgetown, Austin, Bastrop, New Braunfels, and Marble Falls. The services that are provided by Wealth Solution Inc. help various entrepreneurs in changing their financial plans in the current evolving capital markets.

The company has committed itself to coming up with business solutions that are regular and active as a way of assisting the clients to thrive in business while facing the least risk possible. The professionals who serve the company understand that every individual should plan for retirement, and therefore, they assist the client to have a proper management strategy for their wealth so that they can be financially stable after retirement and have property for their children to inherit. The firm also offers a comprehensive financial plan for the customers to ensure that they have a stable source of income in their old age.

The WSI has ample experience and knowledge that is needed to design an effective strategy for managing the client’s wealth. This plan provides the customer with a proper method of acquiring and accumulating wealth. The company also has the proficiency to a create investment portfolios that match the business needs of various individuals and are used as a method of managing assets. The company has been offering exclusive opportunities to its clients such as a chance to learn about conventional and alternative investments. Wealth Solutions Inc. is a knowledgeable business and the portfolios that it creates suit the financial goals of the clients and the amount of risk that is tolerable to them.

Richard Blair is a well now finance specialist who own and manages Wealth Solutions Inc. He established the firm in 1994 after completing his studies in college. Mr. Blair has ample knowledge and experience in finance advisory services, and he holds various professional titles. These designations include Certified Fund Specialists (CFS), Retirement Income Certified Professional (RICP), Certified Annuity Specialist (CAS), Certified Estate and Trust Specialist (CETS), and Registered Investment Advisor (RIA). Richard is also equipped with teaching skills, which he combines with his talent in finance to offer reliable investment advice to the clients of the Wealth Solutions Inc.

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