No Financial Rock Left Unturned: Adviser Richard Dwayne Blair
Keys to successful financial planning involve a process that develops an understanding of one’s attitudes toward money, an assessment of his or her current assets, income and debts, and then securing portfolios that manage savings and retirement funding. In 1994, Richard Dwayne Blair began to offer to the world a financial goals firm that helps clients achieve just that, Wealth Solutions. Armed with a wealth of knowledge and experience as demonstrated by his firm’s funds’ performance and his education, Richard helps others attain the peace of mind that comes with clarity of financial planning. His experience in applying the skills of Investment Adviser, Certified Tax Specialist, Certified Income Specialist, Certified Fund Specialist, Certified Annuity Specialist, Retirement Income Certified Specialist, Certified Estate and Trust Specialist, and entrepreneur has afforded his clients the opportunity to apply best economic practices without having directly studied or accomplished all of these themselves.
Richard Dwayne Blair follows the following design when guiding his clients in sound financials. First, he gets to know them.. their individual and family goals, their working capital, so to speak, and their risk gauge. At this stage, it’s important that all influencial characters are on the same financial page. Second, he helps his clients select the investment products best suited to their growth goals, liquidity needs and nerve tolerance for market fluctuations. Finally, he guides them in the selection of the exact depository devices required to secure retirement funds without leaving them stagnant. Along with that, Richard also assists in the selection of the appropriate insurance policies that consider all areas of the client’s lifestyle for the optimal price. Occassionally, Richard also has to take the time to review a person’s past financial endeavours, the good the bad and the ugly, in order to properly apply the pertinent lessons as they pursue a new financial path.
Before meeting with Richard Dwayne Blair, it’s important to spend time reviewing your current financial status. Are incoming funds tentative, meaning, are there rumors of downsizing floating around at your Company? How many streams of income do you manage? What disagreements about money have you and your spouse tabled that must be addressed before contracts and financial instruments can be signed? Are there any health concerns? Are there children or other dependents to consider? Do you plan to retire in the same area where you currently make a living or is living abroad for retirement an option? Richard is ready and excited to guide you in these matters today. Don’t delay in making an appointment right away.