Category Archives: Financial

The importance of Social Security discussions with financial advisors

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In an interview with the Wall Street Journal, David Giertz acknowledged that the results of a survey conducted by the Nationwide Financial Retirement Institute revealed that most financial advisors are not informing their clients about social security benefits and planning. For client retention, it is extremely important for advisors to discuss social security as it can encompass 40% to 50% of some client’s annual income and as a result of this, 4 out of 5 consumers stated that they would change advisors for not providing this financial information. There is only speculation as to why advisors currently ignore discussions of social security, possibly due to the large quantity of rules and regulations necessary. Giertz finished the interview by stressing the importance of social security discussions for both the financial future of the consumer and the long-term loyalty and security with a financial advisor.

David Giertz has over 30 years of experience in progressive financial services through his work with Citigroup and Nationwide. Giertz was president of Nationwide Financial Sales and Distribution until 2016 where he worked on private-sector retirement plans, life insurance, annuities and mutual funds with major banks. He also led the Financial Institutions Bank channel and is an industry arbitrator with FINRA.

Giertz is also an active member of the community, with a nine-year tenure as chair of the board of trustees for Millikin University as well as a member of the Board of Directors for the Girl Scouts. Giertz primarily frequently gives interviews discussing the importance of retirement financial planning and the roles of both the consumer and a financial advisor in maintaining a healthy financial relationship.

Richard Blair Helps People Build the Best Possible Financial Plans

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Richard Blair is going to take the time that is needed to help people that are trying to build a financial portfolio. He has been able to help many customers in Austin establish exactly what they need to build a solid plan for their retirement, college savings for their children or any other type of financial goal that they may have.


Richard Blair is able to help many people because he knows about the areas of financing and financial planning. He has a degree in finance, and this is part of the painting that he has had that allows him to help many other people that are looking for a financial planning expert. Richard Blair has certifications in a variety of different things, and financial planning is one such thing.


Over the years Richard Blair has managed to open his own consulting firm called Wealth Solutions, and he has continued to be a great resource for people that just do not have any idea about how they should even get started with financial planning. There certainly are quite a few people that are trying to build better financial plans.


There definitely is a large amount of interest in what Richard Blair is able to do for people that are trying to make the most of the money that they have. Everyone does not have a ton of money to go into a trial-and-error mode when it comes to financial planning. People that are investing are trying to get the most when it comes to their return on investment without losing a lot of money in the process. This is why Richard Blair has become a great resource for people that are trying to do this. He knows about the markets that are going to provide the best returns on investment over a long time period.


In Texas there are a lot of financial planning organizations. The one that Richard Blair created is called Wealth Solutions. He has an array of resources with advisers in place to help all of those that are trying to make better decisions about what they are going to do with their money.


Richard Blair has been able to help all of those that are interested in making the best decisions when it comes to building a diverse portfolio. This is what he does when it comes planning, and his clients appreciate his viewpoints on investing. Learn more: