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.

 

 

 

Martin Lustgarten; The Pioneer in the Commonly Underrated Necessity

Currently the condition of the world economy has impeded traditional investing and caused a crisis that inadvertently suppresses thousands of citizens from creating the equity they require to live a sustainable humble lifestyle. Tools have been introduced that assist in personal investment however these are inadequate and lack effectiveness. The only true form of investment is to find a professional who is well versed in the industry to assist in creating these personal plans that assist in asset growth truly bridging the gap between uncertainty and solid strategy. The most effective way to properly invest your funds is through investment banking. Martin Lustgarten, a successful investment banker is one of the few who knowledgeably can maneuver the markets in success. Such people drive the investment economy with investment banking, a field requiring tremendous patience, knowledge, and observation skills.

 

Born in May, Martin Lustgarten paved his way to being one of the most successful investment bankers and CEO’s today. Lustgarten Martin is the investment banking firm that shook the nation and has become one of the most renown firms in history with a backstory riddled with success, all thanks to the legendary president of the firm, Martin.

 

Employee’s and clients of the firm report that Martin closely worked with them assisting them in every angle. Being direct and involved with clients allows him to create a personalized plan and broaden that plans reach and flexibility, effectively maximizing profits with low risk. Doing the same with his employee’s, he empowers them to provide similar service and create great relationships with their clients, and the skill level Martin brings to the table flows through his employee’s which ends up with extremely satisfied clientele. The impact the firm has had in the investment sector is astronomical and further solidifies the positive image the firm holds.

 

Martin Lustgarten however solidifies the idea that he is a human who truly cares for his fellow man, by the way he invests his own efforts towards building a relationship with his peers to his love for trading vintage watches. Without a doubt the world needs firm’s like Lustgarten Martin and more especially they need true pioneer’s in their fields like Martin Lustgarten.

More information for Lustgarten:

Twitter: @mlustgarten2

https://martinlustgarten.tumblr.com/

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