When it comes to reaching your financial goals, Richard Dwayne Blair, a registered investment advisor at Wealth Solutions, believes the best way to have financial success is to follow the guidance of the Three Pillar Approach.
The First Pillar lays out a client’s specific financial goals and the best way to reach them, a roadmap. Through constant and open communication, it is at this stage that Blair is able to build a long lasting and trustworthy relationship with his clients. The Second Pillar is development. It is at this point that an effective strategy is created that is custom to each client’s individual needs. Richard Dwayne Blair personally manages client assets to ensure that they are functioning at maximum performance when the market is good and minimizes the potential loss when the market is down. The Third Pillar is implementation and monitoring. It is at this phase that Blair continues to implement the designated plan and monitor what is happening in regard to the client’s ultimate goal by keeping record and comparing expectations and historical data.
After graduating college with a degree in finance, Richard Dwayne Blair wanted the ability to help make a positive difference in people’s, families, and small business owner’s lives, so he created Wealth Solutions in 1994. Blair has always had a great understanding of finance and realized one way he could help these people was by helping them meet their financial goals.
In order to give his clients unprecedented service, Richard Dwayne Blair exclusively works with clients in the Austin, Texas area. This allows Blair to more easily have frequent, face-to-face communication, which further helps him build the trust of his clients. To add to his resume, Blair holds a number of financial titles including: Certified Annuity Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, Certified Income Specialist, Certified Tax Specialist, and a Retirement Income Certified Professional. All of these specialties give Blair the knowledge need to give his clients unparalleled financial planning services.