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.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
An increasing number have been developed to help individuals with their personal finances.
To choose a plan, it’s important to ask yourself four key questions.
Ascertaining the value of your business is important for a variety of reasons.
What’s the deal with your yearly free credit report?
There are common mistakes you can avoid when saving for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?