Richard Dwayne Blair and Wealth Solutions have the expertise to help their clients with every phase of their financial lives as their knowledge of investing have helped many to achieve secure retirements. The comprehensive range of credentials that Blair displays indicate that he is well prepared for every contingency in the economic realm and his customers are the beneficiaries. He has crafted a three-pillar approach that serves his clients very well.
The first pillar is to construct a financial roadmap for each client that is unique to their particular circumstances. Developing a lasting relationship is begun in this phase as he ascertains their financial situation and takes into consideration their goals, tolerance for risk and main concerns. Together they can have a clear understanding of the expectations of the plan that is put forth.
The second pillar is to fashion a long-term plan for investing that takes into account the client’s financial situation. This crucial pillar forms the backbone of any long-range personal finance goals. Learning to harness the power of the markets is a strong suit for Richard Dwayne Blair and he is adept at actively managing the accounts of his clients. He is able to maximize gains when market conditions are good and minimize risk when conditions aren’t so good. Performance tracking is a part of this pillar and it is checked against the broader market and expectations.
Insurance is the third and final pillar of the program and Richard Dwayne Blair will help his clients determine their exact needs and plan for every contingency as life often throws curve balls. He’s well-versed in the various types of insurance and can be of great assistance in helping his clients in light of their overall financial picture.
Richard Dwayne Blair has been inspired by the teachers in his family and enjoys helping others learn how they can have a secure retirement. Making a positive difference in the lives of families and small-business owners is a driving force for him. Wealth Solutions was founded by Blair in 1994 and they are committed to providing personalized, professional advice to their clients.