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Category Archives: "Finances"

Wealth Solutions: Providing Investment Services

Posted on 15 April, 2017  in Finances, Investing, Investment Advisor, Investment Firm, Investment Guidance

Operating as a Registered Investment Advisory Firm, Wealth Solutions has been providing investment services to the residents of Austin.

 

 

Richard Blair of Wealth Solutions is the man behind the idea of providing various services that assist their clients in building wealth. He believes that all the customers and the residents of Austin should have a solid financial plan if they are to attain their dreams. That is why he strives to provide people with plans that would help them live a comfortable life.

 

 

The Company has developed a process that allows them to meet the needs of their clients. They have a three pillar process that includes:

 

 

Pillar one: the team helps their clients to identify their goals, strengths, weaknesses, and opportunities that they have. This helps them to gain an understanding of their client’s financial situation. After that, they design a roadmap.

 

 

Pillar two: they will help the clients to develop a long-term strategy which will help them attain their goals. The plan is designed specifically to cater to the investment needs of the clients. Richard Blair is responsible for managing the client’s portfolio.

 

 

Pillar Three: Wealth Solutions provide insurance that will protect the client’s investments.

 

 

Wealth Solutions Company offers services in three categories:

 

 

Wealth Management: involves creating an investment portfolio based on the customer’s needs

 

 

Financial planning: this involves creating short and long term goals

 

 

Retirement planning: the team helps the clients to prepare goals

 

 

About Richard Blair

 

 

Richard Blair is the founder of the Wealth Solutions Company. His goal for creating the Company was to provide services that will make significant changes to the lives of the residents of Austin.

 

 

His desire for education and finance is what shaped his career. After graduating college, he ventured into the world of finance in 1993. Unlike most of the people, Richard took the less trodden road and established the Wealth Solution Company in 1994. The primary goal of establishing the Company was to provide personalized services to his clients.

 

 

Richard has developed a vast experience in financial planning. The skills have equipped him with the confidence to advise his clients on wealth management. Richard helps his customers to bridge the gap by providing strategies for retirement planning.

 

 

Richard has accomplished a lot in his career and received various certifications. He is a Certified Annuity Specialist, Certified Fund Specialist, Certified Tax Specialist, Certified Estate and Trust Specialists, Retirement Income Certified Professional, and Investment Advisor Representative.

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Why This Bank is the Strongest Bank in Dallas…

Posted on 20 September, 2016  in Finances

Recently, the big bank in Dallas, NexBank is still gaining popularity as the bank to do business with in Dallas. They recently gave private placement to senior unsecured notes in the amount of $750 million. The point of this is to increase growth and capital for the main banking subsidiary as well as for other coporate needs.

These notes will mature much like bonds, as they grow at a rate of %5.50. This rate is always determined by the LIBOR (London Interbank Offered Rate), which is used to determine interest rates for various financial products including CD’s and adjustable rate mortgages. The notes will be non-callable, meaning that it cannot be redeemed earlier than the maturity date set. The notes began to mature starting on March 16.

NexBank is currently valued at more than $3 billion dollars, and offers many traditional products like mortgage loans, commercial loans, investment banking, and much more. The leadership of NexBank is headed up by Chairman James Dondero. Dondero has years of vast experience in banking and in investment banking, bringing the best of leadership in the banking industry.

NexBank currently focuses on commerical lending and leasing, credit services, investment banking for mergers and acquisitions, advising for real estate, mortgage banking and correspondent lending as well.

Original Source:

http://www.prnewswire.com/news-releases/nexbank-increases-senior-unsecured-notes-offering-to-75-million-300325645.html

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