Richard Dwayne Blair of Wealth Solutions Fashions Winning Portfolios

Richard Dwayne Blair of Wealth Solutions has helped numerous clients fashion a unique roadmap that helps them along their financial journey. Taking into consideration life’s many chapters, he specializes in retirement planning and wealth management in the Austin, Tx. area. He utilizes a three-pillar concept which gives his clients a sound approach to critical financial issues. He lends his expertise in the financial realm regarding money issues that are best thought of in advance.

The first pillar is the aforementioned financial roadmap where he ascertains the particular circumstances of each client. This endeavor helps him build a lasting relationship with his clients and it involves determining financial strengths, goals and risk tolerance.

A long-term investment strategy is the second pillar and forms a critical part of the financial roadmap. This foundational necessity is an area in which Blair is well-versed as he helps clients access market opportunities with his active management. He knows when to be more aggressive and go after higher returns and he knows when to dial it back when markets get wobbly. The foremost consideration in his mind throughout this process is balancing a client’s goals and needs. Performance tracking is also a part of this foundational pillar.

The third pillar of Richard Dwayne Blair’s financial planning is determining each client’s need for insurance. This includes life insurance, long-term care insurance, and annuities all of which can help prepare his clients for possible roadblocks.

Richard Dwayne Blair has combined two of his interests into a fantastic career. He’s always admired the school teachers in his family and he also has a passion for finance as well. He enjoys teaching others important concepts of personal finance and helping them onto a sound monetary path.

The overarching premise that Blair had in mind when he founded Wealth Solutions was to make a positive difference in the lives of his clients. His heart is with families and small business owners in the all-important area of finance where great peril can sometimes lie in wait. Helping them prepare for and successfully navigate troubled financial waters gives him a sense of pride and accomplishment.

 

Leave a Comment