Richard Dwayne Blair of wealth solutions believes that everybody should have a plan to support them in the pursuit of their financial aims. By giving wealth management and retirement planning to clients of the Austin area, Richard seeks to equip his the members of his community with the financial map that can guide them across many milestones in life.
To efficiently develop financial plans, Richard adheres to a three-step approach which lets him look at his client’s retirement needs and financial situation so he can give them a more tailored plan.
Pillar number one, arguably the most important, is designed to lay out the client’s financial roadmap. Richard will determine the path by identifying the client’s risk tolerance, goals, growth opportunities and strengths. This phase of financial planning is intended to help Richard cultivate a lasting and strong relationship with clients. Richard Dwayne Blair can get a more thorough understanding of each client’s individual concerns and goals, and establish and set good yet manageable expectations.
Richard Dwayne Blair has always been drawn to education. His grandmother, wife, and mother used to be teachers so Richard witnessed firsthand the way teaching help one’s confidence and knowledge expand. Coupled with a strong knack for finance, he understood that he should help clients with investments and financial planning. When Richard graduated from University in ’93, he instantly went into the industry of financial services. The next year, Richard started an independent company called Wealth Solutions, so he could give professional, personalized guidance to clients.
Over time, Richard has grew his experience and knowledge of retirement planning. He specializes with helping clients close the gap separating living in and planning for their future retirement. By making them avoid pitfalls and giving methods for income planning, Richards goal is helping his clients attain a successful retirement.