Richard Dwayne Blair is a registered financial advisor and the owner of Austin, Texas-based Wealth Solutions, Inc. He received his education in financial management services from the University of Houston, Texas. Richard’s mission at Wealth Solutions, Inc. is to provide advice and strategies to investors, who range from families, individuals and business owners, in the areas of wealth protection, retirement and customized investment. His goal is to help his clients achieve their financial goals.
The core of the advice that Richard Dwayne Blair gives to his clients is the need to have a well thought out plan in place in order to achieve one’s goal of financial freedom. In regard to this, he has three main points that he asks his clients to consider in planning for their financial future.
The first point Richard Dwayne Blair espouses to his clients is the need to develop a roadmap of where your goals lie and how you want to get there. Within this goal, Richard seeks to gain a deeper understanding of the client’s needs and concerns. Richard considers it critical that he understand each individual client’s strengths as well as their tolerance for risk. Richards second point of concentration is to develop an investment strategy that will work over the long term.
These strategies are individually tailored to each client and their overall goals. The last point that Richard considers when developing a plan of advice for a client is to move to the stage of implementation. Once a plan has been implemented, it is then critical to continuously monitor the results and make any course corrections where necessary.
These measures that Richard Blair takes in offering financial advice to his clients are designed to help build a comprehensive financial and investment plan for the individual, family or business that he is working with.