Wealth Solutions offers services that allow you to grow, manage, and protect your assets. Clients find a partner in firm founder and advisor Richard Blair with whom they can effectively manage their financial resources.
Take the guess work out of retirement. Individuals who do not have the time or experience, wealth management can be daunting. Collaborating with a financial advisor can help demystify the confusing elements of wealth preservation.
Wealth Solutions Learning Center
Enroll and receive weekly, monthly, or quarterly emails from our Financial Education Series. Continuing education is key to a successful client-advisor relationship. Take an active role in your wealth management by signing up today.
Holistic Retirement Planning Services in Texas
Wealth Solutions, Inc. (WSI) is a Registered Investment Advisory Firm providing personalized, comprehensive financial planning to affluent individuals, families, and small business owners in Austin and the surrounding areas, including Houston, Bastrop, Marble Falls, Georgetown and New Braunfels. The firm’s founder Richard Blair, CAS®, CES®, CFS®, CIS®, CTS®, RICP® is an investment adviser representative with more than 20 years of experience in the financial services industry.
The financial markets are always changing and WSI strongly believes financial strategies must change and adapt as well. The firm is always seeking opportunities to provide dynamic, yet conservative investment solutions that allow clients to participate on the upside while still focusing on minimizing risk. As many clients are approaching and planning for retirement, WSI understands the client’s main goal are to preserve their wealth, develop a steady retirement income, and leave a legacy to their heirs. The firm seeks to help its clients develop a comprehensive financial plan that will help them pursue their retirement goals.
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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When to start? Should I continue to work? How can I maximize my benefit?
Tax preparation may be the perfect time to give the household budget a check-up.
Can you keep up with your children’s mobile slang?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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Taking your Social Security benefits at the right time may help maximize your benefit.
Around the country, attitudes about retirement are shifting.
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How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.