If the people before you when growing up are educated and they believe in education, then you will not find yourself far from education. This is the case with Richard Dwayne Blair. He was drawn to the world of education. His grandmother, mother, and wife were professional teachers and he was a witness who came to learn that teaching is something that can help one’s confidence and knowledge grow. When combined with the natural aptitude for finance, he realized that it was possible to help with investments and financial planning. He attended his college education and later immediately joined in 1993 the financial services industry. He was able to start his own firm, a firm called Wealth Solutions in 1994. he was aiming to provide professional and personalized advises to the clients seeking it.
As the years passed, Richard Dwayne Blair was getting honed due to his experience and knowledge in the retirement planning. He also specialized in assisting his clients to be able to bridge the gap that is between planning and then living in retirement, a goal that helped his clients pursue the visions they had for successful retirement.
Richard Dwayne Blair has these belief that everyone requires to make plans so that they can realize and attain their financial goals. After he has provided the retirement planning and management of wealth to his clients, where he has been looking to arm his members of the community with a guiding roadmap that has been guiding them in many life milestones.
So that one can develop a comprehensive financial plan, he has been following 3 pillars. The pillars have assisted him in looking at the client’s financial situation and then provide a holistic plan as a need for retirement.
The first pillar- it lays out the financial roadmap for the client and then helps Richard gain a deeper understanding of the individual goals that the client is aiming at. He will then help in the establishment of clear expectations.
The second pillar – it is there to develop the strategy for a long-term investment that is also effective. It should be tailored to the unique goals of a client and liquidity needs.
The third pillar – after he has been able to establish the financial goals of the client and also managed to provide enough liquidity and growth, it is the time to review this pillar with the client.