Richard Dwayne Blair’s Holistic Financial Planning
Planning is a crucial pillar for one to pursue his financial goals that’s what Richard Dwayne Blair used to believe while at Wealth Solutions. He provided the community members of greater Austin, Texas area, with retirement planning and wealth management as a way to arm them with a financial road-map that aided as a guide through their many milestones of life. Richard pursues a three Pillar Approach to developing a comprehensive business plan which enables him to get to know the current financial situation and the retirement needs of his clients to provide a more holistic strategy.
In the first Pillar, the financial roadmap of a client is laid out, and Richard Dwayne Blair establishes the route by recognizing the client’s strengths, goal, risk tolerance, and opportunities for development and growth. At this financial planning stage, Richard develops a strong and lasting rapport with his clients, and he can understand the client’s personal goals and concerns clearly that enables him to develop a clear expectation.
The second Pillar has been designed to aid in developing an effective and long-term investment strategy. Richard Dwayne Blair aids in capturing maximum performance during times of upward market movement, when minimizing the effects caused by negative market periods to client’s portfolios through actively managing and reallocating the assets.
The third and final Pillar of Financial planning is designed after Richard Dwayne Blair has established the client’s financial goals and acted out strategies to offer sufficient liquidity and growth. He then reviews, implements and monitors the final Pillar with his clients. He efficiently implements and track financial goals of his clients through tracking and contrasting to their or firm’s expectations, personal and model aims as well as historical data.
Richard Dwayne Blair learned how teaching could aid an individual’s knowledge and confidence growth by being brought up in a family of teachers, having his mother, grandmother and wife were teachers. Immediately after his academics, he ventured into the real world by joining the financial services firm in 1993. By combining his natural aptitude in finance, he became aware that he is capable of aiding people in their financial planning; therefore, he ended up to be the founder of Wealth Solutions in 1994.
Find out more about Richard Dwayne Blair: https://www.behance.net/rickyblair9997