Finding A Good Financial Advisor In Texas

In today’s world there is no doubt that money is important. It is the difference between comfortable living and retirement or simply living from payday to payday. Unfortunately, many people do not know how to handle their money in a way that will make it grow while still paying daily expenses and unexpected bills.

If correct steps are taken it is possible to secure one’s future with proper guidance.

According to Bright Scope, one expert in this area is Richard Blair Wealth Solutions, which is located in the Bee Cave, Texas area. Richard entered the financial field in 1993. It was in 1999 that he established his current company, Wealth Solutions, to assist his clients with their financial investments.

Richard Blair Wealth Solutions has the distinction of holding the titles of Certified Financial Advisor and Registered Financial Planner and has over 25 years of experience in financial planning. He has passed the seven state required examinations and works tirelessly for his clients. On a personal note, he is especially skilled in planning a retirement income, which will assure his client comfortable years after leaving the work force.

It is a scary thing to trust someone with your money. Therefore, it is important that you understand what is required of a financial planner. Richard Blair graduated from the University of Houston with a degree in Finance and Finance/Financial Management Services.

He holds the titles of Certified Financial Planner (CFP), Investment Advisor Representative (IAR), Certified Financial Planner (CFP) and Registered Investment Advisor (RIA).

With his 25 years of experience, Blair understands that, while each situation differs, the desired result is the same. A unique investing goal is developed that will fit each investor’s particular needs.

This includes such things as their having a personal interest in the type of investment desired, working with their advisor to develop a customized solution, have control of transferring accounts and other moves that, when combined, help one increase the value of their money. This provides a trusted relationship with one’s financial advisor and is the smart thing to do in today’s economy situation.

One thought on “Finding A Good Financial Advisor In Texas”

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