Plan for Your Future Today

As we get older, it’s only natural to start thinking about retirement; the best way to ensure that you’ll be able to live a comfortable retirement is to make a concerted effort, to better manage your money. If you haven’t sought the expertise of a registered investment advisory firm, perhaps now, is a great time to do so; what is a registered investment advisory firm? They are businesses that have registered with the Security Exchange Commission and provide investment advisory services. Wealth Solutions, based in Austin, TX, is a great example of an investment advisory firm that has profoundly changed the lives of their clients, through sound investment recommendations.

 

Wealth Solutions was founded in 1994, and the firm prides themselves on their client-centric approach with regard to any investment strategy. According to the firm’s website, www.wealthsolutionsria.com, Wealth Solutions believes in adopting a holistic retirement plan that focuses on their client’s current financial standing, as well as long and short-term financial goals. As many of their clients will attest, this unique approach is what differentiates Wealth Solutions from other firms. Additionally, you can feel confident in knowing that you’re in the hands of a highly capable advisory firm. Wealth Solutions’ Founder Richard Blair, has maintained his securities registration with the Securities Exchange Commission for over 22 years and is also very adept at recognizing investment trends, that will be most beneficial to his clients. Additionally, he has earned a B.A. in Finance from the University of Houston and soon after, established Wealth Solutions.

 

So, What type of services doWealth Solutions offer? They provide a myriad of retirement, wealth management, and financial planning services that can all be tailored to fit your financial goals. If you haven’t worked with an investment advisory firm before, Wealth Solutions will provide you with a clear understanding of what each service entails. If you’re close to retirement, for example, Wealth Solutions will likely guide you towards retirement planning, which will encompass low-risk investment options; alternatively, if you’re still relatively young, the firm will recommend wealth management and financial planning options that align with your short and long-term goals. Of course, Wealth Solution will take into consideration your financial standing and any liabilities, when making any recommendations.

 

If you haven’t planned for your future, you’re encouraged to start today. The worst mistake you could make is to keep putting it off; so consider contacting Richard Blair of Wealth Solutions today, and start planning for your tomorrow. Learn more: https://www.wealthminder.com/financial-advisors/TX/bee-cave/richard-blair/326407

 

David Giertz: Putting Ohio on the Map of Financial Services World

Few leaders have made as many and huge achievements in their careers as David Giertz, President of Nationwide Financial Distributors. In fact, it would be perhaps right to say that the Ohio-based financial services expert has a Midas touch. In his more than 30 years working in the financial services industry, everything that has been put under his charge has been an incredible success at http://officialdavidgiertz.com/.

The First Steps

David Giertz graduated from Millikin University with a BS and earned his MBA from the University of Miami. Among the first organizations he worked for are Skokie Fedral Savings, Money Securities Corp, The Mutual Life Insurance Company of New York, and Financial Horizons Securities Corporation. It was when he joined Citigroup Investment Services that his career as financial services expert really began.

Going Beyond Expectations

At Citigroup, David Giertz at first worked as a Financial Services Advisor. Then, he rose to the position of Area Director before he eventually took up the role of the Executive Vice President of Sales. During his ten years at Citigroup, he is remembered for surpassing the goals set by the company.

David went on to Nationwide Financial Distributors in 1999, taking up the role of Regional Vice President on Bloomberg. Based in Miami, his jurisdiction included Puerto Rico and seven states, an area known as the Southeast Territory. While here, he increased the company’s returns by 48 percent.

As the President of sales and distribution of the company, Giertz went above the P&L targets. Under his watch, profitable revenue grew by $6.8 billion. He was charged with overseeing, among others, the wholesale strategy as well as distribution of Annuities, Life insurance, Private-sector retirement plans, Specialty markets, Regional firms, Independent brokers and dealers and Mutual funds.

Conclusion

There is much more to be said about David Giertz. However, to sum it up, he has the skill, talent, and experience that any organization would need in powering up business strategy and processes through inventiveness with the single-minded purpose of achieving great returns accompanied by growth. There is no doubt that as its President, the Nationwide Investment Services Corporation can expect many more days of glory.