Richard Dwayne Blaire-Securing A Financial Future

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

 

Dave Giertz and Social Security Concerns

Dave Giertz is the current president of Nationwide Financial Distributors, Inc. He attended the University of Miami and then Millikin University where he received a Bachelor of Science and Executive MBA respectively. In addition, he has passed four financial advisor certifications. Dave has managed to consistently provide large profits and administrative charge throughout all organizations he has led. For instance, before his tenure with Nationwide Financial, Dave started as a financial service advisor at Citigroup, then became the Executive Vice President of Sales – where he would display his charge by exceeding the company’s goals.

In a recent interview with The Wall Street Journal Wealth Adviser,  David Giertz voiced his concern and expert opinion on the subject of advisers not speaking to their clients about social security. Giertz states that in a recent survey, “Most people say that their advisers aren’t talking to them about social security. In our survey, it also showed that four out of five people would change their advisers if they weren’t talking about social security.” Moreover, Gierz highly recommends that advisers start talking to their clients about Social Security because it can be upwards of “40 percent” of the client’s financial income. Consequently, if clients were to “turn on Social Security too early, they could lose up to $300,000 over 25 years.” In essence, the client can expect to lose a significant portion of capital if they are unaware of Social Security, and it is all up to the financial advisor to provide them the details.

Today, with over three decades of experience and positions such as Senior Vice President, President, Director of Sales, and Vice-President of sales, Giertz is involved with other projects, not just Nationwide Financial Distribution, Inc. For example, he sells securities such as bonds, stocks, mutual funds, and other investment entities.