Richard Dwayne Blair: Financial processes

Achieving financial freedom begins with an individual. The major reason as to why some people succeed and others fail financially is because of either planning or lack of it. As a financial planner and advisor at Wealth Solutions, Richard Dwayne Blair believes that every person needs to have a proper financial plan for them to succeed. His objective for several years now has been to help the people of the greater Austin, Texas region gain important financial knowledge and be able to attain their financial goals.

Richard Dwayne Blair is an experienced businessman with vast experience in asset management and investment. He got his inspiration from his mother as well as grandmother who were both teachers. He realized the power of knowledge in transforming the lives of people and took an initiative to use the knowledge he had to impart financial skills to the people of Austin, Texas.

Richard Blair uses a three pillars approach in helping his clients reach their goals. The three financial processes help him analyze his client’s current financial situations and generate a holistic plan for them.

The first pillar

The first pillar is created specifically to lay out a financial roadmap for the client. Richard Blair achieves this goal by identifying the goals of the clients, their ability to tolerate risks, their strengths and available opportunities for growth. This financial pillar is also meant to create a strong and long-lasting situation between Blair and his clients so that he can gain a deeper understanding of their goals as well as expectations.

The second pillar

The major purpose of this pillar is to come up with an effective and long-term investment plan that is specifically designed for the distinct goals of the clients and their liquidity needs. At this financial phase, Richard Dwayne Blair carefully manages his clients’ assets portfolio to ensure maximum returns as well as minimize loses.

The third pillar

The last pillar mainly involves implementation and monitoring of the client’s goals by tracking and comparing them with their set expectations with the company. It is also the same phase that Richard Blair takes care of his clients’ retirement and insurance needs.

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