The three pillar of approach that Richard Dwayne Blair come up with to help his clients

Everyone will have a financial goal, and according to Richard Blair of Wealth Solutions, they will need the plan so that they will be able to go after the goal. The services that he will offer the people of Texas and Austin area are the retirement plan and how they can manage the wealth. The reason why Richard Dwayne Blair does that is so that the community can have the necessary roadmap that will be of help when going through the milestones of life. That’s the reason why Richard has come up with three pillar approach that he uses. The pillars will be of help because through them then Richard Blair will be able to come up with the plan just by looking at the retirement plan and the current financial situation of the client.

There is the First Pillar that is helpful in the coming up with a financial roadmap of the client. The phase is useful for Richard because he will use it so that to build a healthy relationship with the clients. The other pillar is the Second Pillar since the goals of the client will be different this phase is helpful in determining the long term strategy that will be customized to fit the needs of the client. The last one is the Third pillar that’s the final stage after the first two stages have been completed then Richard Dwayne Blair will implement the strategy that he came up with and closely monitor them in the last stage.

All through the path of Richard, he was always drawn into the world of education. Since, the mother, wife, and grandmothers were all teachers. That was of help because he got the chance of knowing how teaching can change the life of someone. That’s when he realized that he could help people with their financial needs. After Richard Dwayne Blair finished his schooling from college, he started off immediately in the industry of finance in 1993. It didn’t take long before founding his firm. Because in 1994 he founded his firm Wealth Solutions so that he would be able to offer the clients with personalized and professional solutions.

 

July 20, 2018

Posted In: Investor