Richard Dwayne Blair
Richard Dwayne Blair is a financial expert that offers retirement planning and financial advisory solutions for small business owners. He has been in the financial industry for more than 20 years. He currently serves as the founder and the chief executive of Wealth Solution which is based in Texas, Austin.
In his early life, Richard Dwayne Blair always had an interest in the financial industry. He always desired to help individuals obtain their financial goals. He graduated from college and decided to join the industry in 1973. A year later, he founded Wealth Solutions. Since then, he has successfully provided financial planning to clients helping them to live a successful retirement life. He has contributed to the growth of his firm which has obtained hundreds of clients.
Three Pillars Involved in Financial Planning
As described, Richard Blair has been in the financial industry for more than 20 years. Thus, he has developed vast skills and experiences in financial planning. He uses a three-phase process to formulate a retirement plan for his clients. He states that every individual requires a financial roadmap to assist them to reach their financial goals. He three-phase based process has enabled him to develop an adequate retirement plan for his client based in their current financial positions.
The First Phase
The first stage involves formulating and drafting a financial plan. Richard Blair achieves this by assessing the client’s needs, financial goals, and an opportunity for growth. With such figures, he can come up with an adequate retirement plan.
The second Phase
The second stage involves formulating an investment strategy based on the facts obtained from the first stage. In this stage, he ensures that the client’s liquidity assets are not affected by the harsh market conditions by relocating them.
The third Phase.
The final phase involves implementing and monitoring the performance of the client’s liquidity assets. He tracks the performance by comparing them to the client’s expectations.
Find out more about Richard Dwayne Blair: https://about.me/richardblair