Richard Blair is one of the people that has been able to help build client retirement plans. Richard Blair and Wealth Solutions has a client base of customers that are able to building up their portfolios for retirement.
Clients can trust in Richard Blair Wealth Solutions because he has many different certifications. He is certified as an annuity specialist and a certified tax specialist. He is a certified income specialist and all of these credentials show that Richard really knows about financial planning.
Many people that are trying to retire do not have a clue about how they want to save. They don’t know how to put their long term goals into words. That is what Richard Blair is about to do for people that are in need of these services. He can help people build their portfolios and give them some insight.
Some people may not even know what their liabilities and their assets are. Blair is able to help people clarify all of these things. He has certainly been one of the most promising leaders in the investment industry.
He has been able to do provide some wealth management services that can help people preserve the wealth that they already have. That is the thing that a lot of people need help with. They may already have some money, but they may not have any idea of what they are going to do with the money that they have.
This can be a big problem. A person that is making a ton of money can still find themselves going broke if they don’t have any advice on things like taxes and legal issues. There are people that are investing in real estate. Others may have small businesses. According to Intelius, they need someone like Richard Blair Wealth Solutions that is able to help people customize their financial plans.
Richard Blair uses what he calls a three pillars approach to help customers determine what they need to do. He helps customers lay down what he refers to as a financial road map with the first pillar. He then moves customers to a long-term investment strategy that they use for their portfolio to maximize performance.
This is the second pillar. In the third pillar he establishes the financial goals to help people plan for things like life insurance and long term care for unforeseen medical issues. Richard Blair gives his clients access to better financial planning.