How Richard Blair’s 3 Pillars Help Them Reach Their Financial Goals

Registered investment advisor at Austin, TX-based Wealth Solutions Richard Dwayne Blair focuses his financial career on providing investment advice that preserves and builds wealth for his clients.

 

The 23 year industry veteran places a high premium on assisting his clients with achieving their financial goals whether short term investment or for longer term retirement.

 

As part of his client-centered approach, the roadmap Blair creates assists the individuals he advises with reaching the milestones that mark the path to their investment goals.

 

Richard Blair’s three pillar approach is a methodology he uses to help his clients create a comprehensive workable plan of action.

 

The first pillar of Blair’s framework works with clients to help them understand their financial goals and current situation. During this relationship building step, he works with clients as individuals, obtaining a picture of their ability and desire to tolerate risk, available investment opportunities and all strengths that the clients have.

 

Determining a workable route for his clients based on where they are currently and would like to be and taking into consideration their situational parameters is the focus of this phase of Blair’s process.

 

Developing a long term investment plan that builds on the client’s needs discussed during the first pillar, the second pillar hones in on financial objectives that are unique to his clients as well as their needs for liquidity.

 

To achieve these goals, Blair is actively involved in managing his clients’ portfolios, reevaluating and shifting portfolio assets to maximize gains and minimize losses.

 

The clients’ portfolios are regularly evaluated to measure how they meet the clients’ objectives and the company’s performance standards.

 

Building on his clients need for security, Richard Blair also advises them on their insurance needs. This third pillar occurs after the clients’ financial goals are clear and are implemented in investment strategies.

 

At this point, Blair is familiar enough with his clients’ financial positions and objectives that he can provide his clients with a list of life insurance and longterm care insurance options that will limit safeguard the wealth they have worked hard to accumulate.

 

Richard Dwayne Blair

 

Founder of Wealth Solutions, Richard Blair has 23 years of experience as an SEC Registered Investment Advisor.

 

Holding Retirement Income Certified Professionals certification, he also graduated from the University of Houston, earning a Bachelor’s degree in Finance.

 

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One thought on “How Richard Blair’s 3 Pillars Help Them Reach Their Financial Goals

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