Richard Blair takes a unique approach to assisting clients with their financial planning. He has a three-tier model devised to accomplish the goals of his clients. The three-tier approach he takes is unique for all of his clients.
During the first tier of financial planning with clients, he takes a road map of his clients current financial situation. He then will create a map of where they want to be when they retire. After this it is on to tier two.
He sits down with clients and develops a long term financial goal with them. This goal will assist him in creating a financial plan individualized for each client. He will take this financial plan and present it to the client.
He will enforce the plan created in the second tier. Richard Blair will also monitor this plan to keep it on track. Blair will stay in contact with all his clients to keep them informed on their progress.
Richard Blair graduated from the University of Houston. He holds a bachelor of science in finance. His concentration was finance and financial management. He has worked for other companies to get his start. However, he has since created his own company.
He developed this three tier plan when he created his own company. His company is called Wealth Solutions. He is a registered investment adviser. Blair is an accomplished finance adviser.
Richard Blair feels accomplished when he has assisted someone in meeting their personal financial goals. He created his firm in the belief that anyone can meet their financial goals in life. When he created Wealth Solutions he started it with the goal in mind that he can accomplish anything for anyone.
After graduating from the University of Houston he became endorsed by the RICP. He has one certification and that is the RICP.