Richard Dwayne Blair of Wealth Solutions has developed an excellent range of skills in the important areas of wealth management and retirement planning. His list of credentials are impressive and he’s proven himself to be uniquely qualified in helping clients fashion sound investment strategies. With markets in constant flux and a dizzying array of investment vehicles, the services of a professional like Blair can mean the difference between a comfortable retirement or something less.
A Three Pillar approach is the backbone of the work done at Wealth Solutions. Blair takes into account all of the key factors that can help his clients rest assured that their financial house is in order. This comprehensive planning encompasses all phases of life and the sooner a client implements a sound plan the better.
A financial roadmap is an all-important feature of each client’s journey and this is the First Pillar. This is the start of Richard Dwayne Blair building a lasting relationship with his clients. He helps them determine their course by carefully considering their goals, strengths, and appetite for risk. This enables him to fully understand their motivations as well as establish clear expectations.
A long-term investment strategy is a core component of financial planning and this makes up the Second Pillar. This is also unique to each client and their particular goals and needs for liquidity. Active management is one area in which Blair shines as an expert and he’s quite good at maximizing returns when market conditions are favorable. As a seasoned investment professional, he’s also equally as good at employing defensive strategies when the market trends down.
The Third Pillar is the implementation phase where the carefully constructed plans are put in place. This additionally involves careful monitoring with the comparison to different standards. These could be model portfolios, historical market data, and the client’s expectations.
Richard Dwayne Blair has been making a difference in the Austin, Tx. area since he founded Wealth Solutions in 1994. He enjoys teaching sound financial principles and has drawn inspiration from the teachers in his own life. Several were from his immediate family and their impact on him has been enormous.