Wealth Solutions and Richard Blair; Winning Financial Combination

Richard Blair attended the University of Houston and got his Bachelor’s degree in finance and Finance and Financial Management Service, before forming Wealth Solutions. Richard has always had a natural gift for finance and a passion for the world of education, owing to his firsthand knowledge and experience with teaching. His grandmother, mother, and wife all were teachers and from them learned how an education can empower others and increase their knowledge. His financial background and ability helped him in forming Wealth Solutions, so he could help others with their investments and retirement planning.

 

Wealth Solutions is a Registered Investment Advisory Firm helping small businesses, families, and individuals with personal financial planning. Sometimes there is confusion as to where and what to do with financial planning, and a professional can help take the guesswork out of it. Wealth Solutions not only advises, and helps people with protecting their assets, they also offer a learning center where an individual can sign up to receive weekly, monthly, or quarterly e-mails that help educate more on taking care of wealth management and having a better working relationship with client-advisor.

Richard Blair of Wealth Solutions follows a three pillar approach when dealing with clients and they are:

 

The First Pillar: Laying out the plan for what a client wants by identifying the strengths, goals, risk tolerance, and opportunity for growth to determine which road to take. This pillar helps in a client and Ricard building a strong and long relationship, by understanding of what a client’s goals, concerns, and lay out clear expectations.

 

The Second Pillar: This pillar is where Richard lays out a client’s long term investment strategy, based on the client’s liquidity needs and goals. He personally manages and allocates differently assets to help in getting maximum performance during upward market movement while minimizing the effect of negative market periods on a client’s portfolio. Performances are closely monitored and compared to client or company expectations, model and individual goals, and historical data.

 

The Third Pillar is once a client’s goals and strategies are established to provide acceptable growth and liquidity, Richard will go over insurance needs with a client. Client’s, and small businesses cannot always predict what will come with the future, so Richard assists in finding the right coverage, long-term care insurance, and annuities. Financial planning doesn’t have to be difficult. Having Wealth Solutions and Richard Blair on your side, can help in navigating your finances.

 

 

 

Altanta Hawks Ownership Takes Insurance Company to Court

Though no longer in control of the team, Atlanta Hawks Basketball and Entertainment LLC, and its leader Bruce Levenson, are taking the New Hampshire Insurance Company to court over a what may be a breach in the company’s policy.

Following the company’s separation with former General Manager Danny Ferry, Levenson’s company claimed their insurance company failed to live up to what was stipulated in its policy, which ought to have covered workplace termination and related torts. In June of last year, Ferry reached a settlement with Levenson’s company to break his six-year contract at the halfway point. While the sum Ferry walked away with remains undisclosed we do know that the team’s insurance provider did not pay out. As a result ESPN reports that Levenson’s company has filed a lawsuit with the Supreme Court of Fulton County for insurance bad faith and breach of contract.

The court is unable to disclose the amount in damages Bruce Levenson’s company is seeking from their insurance provider, but his lawyers seem confident that their case has enough merit to expose a breach in the policy that ought to have covered Ferry’s separation from the team. By neglecting their role in that legal exchange and refusing to back Levenson’s interests, the insurance company may be found liable.

About Bruce Levenson:

Bruce Levenson’s professional career began writing for the Washington Star before branching his talents out to Oliver Publishing. Before long, Levenson turned to business. Along with Ed Peskowitz, he founded the United Communications Group, where he has been Partner for more than 20 years. This hasn’t slowed down his interests in other ventures, such as owning the Atlanta Hawks and taking on the role of Director for Tech target.

When he isn’t busy with his professional life Levenson is active in philanthropy, says PR News. Most notably, he’s served as President of the “I Have a Dream Foundation”.

Related: http://www.forbes.com/sites/mikeozanian/2015/04/23/bankers-for-levenson-oversold-atlanta-hawks-by-27/