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The Approach Richard Dwayne Blair Takes In Financial Planning

April 6, 2018 - Author: steph - No Comments

Richard Dwayne Blair, of Wealth Solutions, has the belief that everyone should have a plan to assist them in getting to their financial goals. He, therefore, offers help in wealth management and retirement planning to his clients. The aim of doing this is helping the members of his community in Austin, Texas; get a guide through the challenges in life. Richard has a Three Pillar Approach that he follows so that he can get a holistic plan of any financial situation.

The first pillar is to lay out the financial roadmap for the customer. Blair will look at the goals, strengths, and the growth opportunities that the client has. The pillar helps him to build a healthy relationship with the clients so that he can understand them better. The second pillar is made so that it can assist in developing a long-term investment strategy. This strategy is customized according to the unique goals and liquidity needs of the customer. Dwayne can manage the assets and tracks the performance of the client. The third pillar is establishing the insurance needs of the client. After the financial goals have been developed, and strategies put in place, Richard then reviews the insurance requirements of the customers.

Richard Dwayne Blair founded Wealth Solutions with the aim of making significant differences in the lives of individuals and business owners. He has always been attracted to the world of education. Both his grandmother and mother were teachers. Therefore, he was able to see how teaching could increase one’s confidence and knowledge. He then realized that he could assist people in financial planning and investment.

Richard Dwayne Blair got into the industry of financial services in the year 1993. This was immediately after he had graduated from college. In 1994, he founded the company Wealth Solutions so that he could offer personal and expert advice to his clients. Dwayne has managed to help people to build the gap between planning for retirement and living in retirement. He assists them to keep away from some of the common pitfalls. Therefore, his customers manage to pursue the vision they have for successful retirement.

 

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