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Category Archives: "Investing"

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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U.S. Money Reserve Serving America Now For Over A Decade

Posted on 26 March, 2016  in Investing

The U.S. Money Reserve was founded due to the popularity of precious metals like gold among the American people. Gold market veterans came together as they saw the need for a company to provide customers with trustworthy guidance, market knowledge as well as customer service that stood above the rest. This led to the formation of the U.S. Money Reserve which has now been around for more than a decade and having served several hundred thousand customers with government issue gold, platinum and silver coins. Many people on twitter today see the dire need to diversify their asset portfolio with more than just paper currency. Paper currency in recent years has come to be known as a very volatile, unstable investment due to economic downturn, geopolitical issues as well as government collapse.

These facts from CBS19 are undeniable and are the main reason for people seeking out other forms of safe and profitable investments. The popularity of precious metals has gone up for this very reason. Precious metals are seen by many as the last recession proof asset as it’s value has been consistently stable over the years. Due to it’s rarity and sought after appeal precious metals have remained so popular. The U.S. Money Reserve understands the need for people to diversify with precious metals as well as the need for expert guidance and market knowledge when making your first purchase. They strongly believe that it is more important to create a trusting atmosphere and a relationship with the customer than to just sell the precious metals. Therefore they have such a strong track record when it comes to the sale of gold silver and platinum products.

Their diverse team of professionals assist the clients every step of the way insuring they are happy with their decision. The U.S. Money Reserve also understands that purchasing assets in precious metal form can also be a difficult decision and therefore provides every single customer with a 30 day money back guarantee. This ensures that the client is completely happy with the choice of their asset without the worry of having made the wrong decision. Having a physical asset that the customer can hold, touch and feel is a very unique experience in todays society as most assets are paper bound.

For further information follow the U.S Money Reserve on  Facebook and Twitter.

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