Richard Dwayne Blair: A Financial Planning Expert

Richard Dwayne Blair is the Founder and CEO of Wealth Solutions, Inc. The 52 million dollar corporation is headquartered in Austin Texas. Blair is a graduate of the University of Houston, where he received a Bachelor’s degree in Finance. Moreover, Blair is a Retirement Income Certified Professional (RICP).

 

During financial planning Richard Dwayne Blair uses a three step process. His goal is to offer clients with a blueprint for their finances, which can assist them as they transition through significant areas in their lives. He began his firm to positively impact small business owners and individuals. Richard Blair desires to assist his clients with achieving the goals they have for retirement by offering impartial advice.

 

The three pillars that Blair uses provide him with the ability to assess the clients’ finances. This approach provides Blair with a broad view of the financial condition of each customer and a method to evaluate retirement needs. The first pillar provides a foundation for the financial blueprint for each client. The initial phase of planning is a time for Richard Dwayne Blair to evaluate each client’s financial aspirations and to evaluate their capacity to handle risk. This phase allows Blair to build rapport with clients and develop long-term relationships with his customers.

 

The second and third phases of the investment process involves ongoing investing and performance monitoring. Investment strategies which are used for long-term investing are developed in the second pillar. During this phase, Blair capitalizes on the movement in the market capitalize on gains in the market and lower the in the influence of downturns in the stock market. Lastly, the third pillar involves monitoring a client’s portfolio. Blair monitors a client’s account to track the performance of portfolios and assess if the clients are on target with meeting their financial aspirations.

 

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