Everyone has goals. Goals might be of many types, for instance, financial goals. Well, to achieve your goals, at times you may decide to seek advisory services from reputable firms. The firms that offer investment advisory services are such as Wealth Solutions. Wealth Solutions is headed by Richard Dwayne Blair who serves as the executive. The firm is based in Austin, Texas and it always guarantees superb results thereby guaranteeing client satisfaction.
Richard Dwayne Blair is a man who has always had an affinity towards education. Since his mother, wife and grandmother were teachers by profession, he was able to notice the benefits that came with being knowledgeable. As an educated individual, an individual always has confidence. Additionally, Richard Dwayne Blair was highly interested in the field of finance, and he decided to offer assistance to people who needed help with investments and financial planning. Eventually, after graduating with honors from the university, Richard Dwayne Blair decided to found Wealth Solutions in 1994 with the sole aim of providing tailored advice to clients who required his services as a financial expert.
Regarding financial planning, Richard Dwayne Blair was able to come up with three pillars that would act as a guide towards financial planning. The pillars are as follows;
The First Pillar
This specific pillar is designed explicitly towards laying out a financial plan for the client. In this pillar, Richard determines the most suitable approach towards achieving the client’s financial goals through the evaluation of strengths, growth opportunities and risk tolerance. To be specific, Richard Dwayne Blair uses this particular pillar to forge a long-lasting relationship with his clients. Through this pillar, he is able to understand the specific goals that the client has in mind so that he may turn the client’s expectations into reality.
The Second Pillar
The second pillar is suited explicitly towards developing a long-term investment strategy that will be effective. In short, a tailor-made approach is formed to help achieve the client’s goals. In this pillar, Richard Dwayne Blair manages the assets while also reallocating them to minimize the repercussions that occur whenever there are negative market periods.
The Third Pillar
In this pillar, Richard Dwayne Blair has already understood the financial goals that the client has in mind. Additionally, he has also put the various strategies into motion to make sure that there is stable growth and liquidity. This last phase involves monitoring and implementing the various strategies that were put in place while enacting the second pillar.