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Plant The Money Seed and Watch it Grow

Unless you want to just see your money sit there and not do anything, except shrink, then it is time to make use of the services provided by a company such as Wealth Solutions. Founded by investment expert Richard Blair, he can help your money grow, protect it and manage it. For those who have any doubts regarding his qualifications, he holds four certifications in finance such as RICP, CFS, CES, and CAS. Wealth Solutions is based in Austin, Texas and works under Registered Investment Advisory rules. Richard founded the firm with the belief that all people, regardless of age should have a serious financial plan in place. He has devised a three-pronged approach called pillars, to accomplish this. They are as follows:

Step 1

This is the planning phase where a “map” is laid out to get a clear picture to see where you are now and where you want to be. The process involves the clients interest, strengths as well as weaknesses and what the ultimate financial goal is. The reason for doing this is because if you do not know where you are now, then it is difficult to decide where you need to go.

Step 2

The next step is to start laying down plans, once you have a clear idea for your goals. At this stage, things will start to get serious as long-term strategies are laid. Obviously, one size does not fit all for those who are interested in investing, hence at this point, a tailor-made plan will be worked out for you. What Richard will do at this point is start allocating your finance. His decisions will be based on what makes sense at the time. Informed decisions are made once thorough research is done on market conditions.

Step 3

Last but not least, this is the phase when insurance needs will be taken into account. Three kinds of insurance will be recommended, life insurance, long-term care as well as annuities. Learn more: http://www.wealthsolutionsria.com/team

Richard Blair of Wealth Solutions

Interestingly, Richard does not come from a financial background. His mother and grandmother, as well as his wife, were teachers. Therefore, from a young age, he was interested in education and how it can help people. Coupled with this, he had a natural gift towards all things finance, so it was only natural that he decided to combine the two disciplines. Richard graduated from the University of Houston with a degree in finance, then he set about establishing his own firm, to help the people of Austin, Texas.