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The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

Asset Preservation

Wealth Solutions offers services that allow you to grow, manage, and preserve your assets. Clients find a partner in firm founder and advisor Richard Blair with whom they can effectively manage their financial resources.

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Advisory

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. 

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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.

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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 the surrounding areas of Austin and Houston. The firm’s founder Richard Blair, CAS®, CES®, CFS®, CIS®, CTS®, RICP® is an investment adviser representative with more than 25 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.

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Six Most Overlooked Tax Deductions

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Value vs. Growth Investing

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How long does a $20 bill last?

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Here’s a quick guide to checking to see if you have unclaimed money.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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