With the threat of Social Security being eliminated, rising inflation, and an unpredictable stock market, securing a solid retirement plan is becoming a top priority among families. Planning for retirement requires proactive, simple, and realistic goals. Richard Dwayne Blair, owner of Wealth Solutions Inc. in Austin, Texas, has a goal of improving the lives of families and businesses by securing their financial future.
With more than 20 years of financial planning experience, Richard Dwayne Blair incorporates a three-pillar approach that is customized to meet the individual needs of each client he serves. Richard grew up in a family of educators, so teaching people about financial planning comes naturally. Richard’s three-pillar approach provides a comprehensive financial plan that is easy to execute and has long-lasting effects.
The first pillar entails creating a financial map for each client that analyzes strengths, weaknesses, and opportunities to expand wealth. Through this map, Richard Dewayne Blair creates a strong bond with his clients and provides clear-cut expectations. Richard retains loyal customers for many years who are satisfied with nothing less than exceptional financial results.
Richard’s second pillar addresses clients’ liquid needs. Richard proactively monitors market trends to exponentially grow or prevent unnecessary loss to clients’ portfolios. Richard Dwayne Blair’s strategic approach keeps his clients in control of their financial future. Blair continually assesses the performance of his clients’ portfolios to ensure there is alignment with their goals. He welcomes the challenges and demands associated with financial planning through extensive preparation and care with his clients.
The final pillar of Blair’s approach is addressing insurance needs. With an uncertain future, Richard believes with providing his clients every resource to remain financially secure during tragic events. Whether he helps clients with life insurance or health care policies, Richard is dedicated to having every detail addressed.
Find out more about Richard Dwayne Blaire: https://www.behance.net/rickyblair9997