The top credentials that Richard Dwayne Blair offers his clients at Wealth Solutions can be a game changer for those wishing to take charge of their financial destiny. His consummate skill and experience have been accumulating since 1994 when he founded the firm in Austin, Tx. His ambition is to make a positive difference for individuals, families, and small business owners in their financial lives.
The program that Blair adheres to is based on sound financial principles that provide the foundation for success. His process is entitled the Three Pillars and it has helped numerous clients more quickly approach their financial goals. The milestones of life are more satisfying when sound financial plans have been put into place.
The First Pillar is about crafting a financial roadmap that takes into consideration important factors. Blair helps his clients name their chief goals and finds out the level of risk that they are comfortable with. Additionally, he determines the best opportunities for growth according to each unique situation. This also allows Blair to develop a lasting relationship with the client.
A long-term investing strategy can be considered imperative and this is the Second Pillar. The client’s needs for liquidity is taken into account as well as their goals. Richard Dwayne Blair provides active management and his expertise is able to deal with all market conditions. During bull markets, he can help maximize gains and when the obverse occurs he is able to minimize losses.
The Third Pillar has as its ingredients the implementation and monitoring of the carefully fashioned plans. Blair regularly tracks and compares the client’s portfolio with their stated goals among other things. He considers their expectations as well as historical market data and other financial models.
Wealth Solutions was founded by Blair in 1994 and he was inspired to be a difference maker for individuals, small business owners, and families. He’s also keen to help his clients avoid common mistakes when planning their financial lives.
The ingrained aptitude for finance that characterizes Richard Dwayne Blair is also powered by his love of teaching. He has been inspired by the teachers in his family and feels called to teach finance to his clients.