Richard Dwayne Blair of Wealth Solutions has demonstrated his ability to help his clients craft comprehensive financial plans for all of life’s chapters. He has over 20 years of experience in helping people plan for retirement and successfully manage their wealth. He has received certification in many areas of finance and wealth management which are derived from the Retirement Income Certified Professional® (RICP®) designation. He has the ability and knowledge to help his clients get to where they want to go financially.
Blair has utilized a three-pillar approach that is simple, comprehensive and effective. The first pillar is to create a unique financial roadmap for each customer. This involves determining their goals, tolerance for risk, and identifying opportunities for growth. He also lays the framework during this time to build a lasting relationship that is mutually beneficial. Clear expectations are also established so the customer knows exactly the strategies that he will employ based on their own risk parameters.
The second pillar is the development of a long-range investing strategy which is the foundation for any retirement plan. Richard Dwayne Blair uses his expertise to help his customers determine their liquidity needs in accordance with their goals. He is an active manager in tune with the markets and able to move swiftly when necessary. He can help his clients realize strong gains when conditions are good and also play some defense when market conditions go awry.
A client’s unique needs for insurance is the third pillar and Richard Dwayne Blair is well-versed on every type for all manner of different situations. The unpredictability of life makes this a must have and Blair has all the knowledge necessary to help his clients select the right product.
Richard Dwayne Blair and Wealth Solutions are based in Austin, Tx. and their goal is to alleviate financial distress in the lives of individuals, families and small business owners. Blair has been significantly impacted by the teachers in his family and considers himself an educator in the financial realm. He founded Wealth Solutions in 1994 and they have been designing successful retirements ever since. Their strategies help investors avoid common errors that lead to financial setbacks.