Richard Blair’s Three Pillars Of Successful Financial Planning

When Richard Blair founded Wealth Solutions in 1994 he did so with the goal of helping as many people as he could plan for a better financial future. As the son of a teacher Blair saw first hand the power of education. He knew if he could educate people on the importance of financial planning that they would have brighter futures.

 

Since opening his firm over 20 years ago Richard Blair has continued to hone his knowledge in the area of financial planning. He is now considered one of the top retirement planning specialists in Austin, Texas.

 

After helping several clients bridge the gap between planning for retirement and actually living in retirement, Blair came up with the three pillars of successful financial planning that he now takes all of his clients through. Learn more: https://www.crunchbase.com/person/richard-blair

 

Pillar #1 – Create A Financial Roadmap

 

Creating a financial roadmap is all about identifying your goals. Once you understand your strengths and level of risk tolerance you can easily determine the best route to help you reach your goals.

 

During this phase Blair focuses on building a better relationship with the client. His goal is to establish a deeper understanding of exactly what the client wants so he can establish clear expectations.

 

Pillar #2 – Develop A Long Term Investment Strategy

 

Once you have created your financial roadmap its time to come up with a long term investment strategy that will help you get to your financial destination. For this pillar Blair will create a customized strategy that is tailored to each clients individual needs.

 

When it comes to management and the reallocation of assets Blair is very hands on. Especially during times of upward market movement when it is smart to maximize performance. Performance is tracked to ensure the clients and company’s expectations are always being met. Learn more: https://www.linkedin.com/in/richard-blair-bb6772108

 

Pillar #3 – Determine Insurance Needs

 

Life is very unpredictable and you never know what could happen in the future. That’s why it is very important you have adequate coverage. Richard Blair helps all of his clients prepare for the unexpected by ensuring they have the right life insurance policy and a long term care policy just in case they are no longer able to care for themselves.

 

To learn more about Richard Blair and Wealth Solutions visit www.wealthsolutionsria.com.

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