Richard Dwayne Blair is a man who has a lot on his plate right now. He is a man who knows a thing or two about the financial world and how to protect the wealth of his clients. He is a certified specialist in many financial areas like annuities, state and trust funds, and retirement planning. He sits down with a client to go over a specific plan for that individual client. Richard Dwayne Blair has come up with a three-pillar approach to financial planning. Here is more about that in detail.
The first pillar involves talking to the client about his or her goals and how to reach them. Richard details a comprehensive roadmap for the client to keep track of how to attain the goal. Once the roadmap has been established Richard Dwayne Blair gets down to the real nitty-gritty of the plan. Richard identifies the strengths, risks, and opportunities for growth in the client’s portfolio. This allows Richard to create a path to get to the client’s goal.
Once the first pillar has been established by Richard and the client, the second pillar goes into effect. Richard develops a long-term strategy for the client in order to reach his or her financial goals. Richard makes sure to keep an eye on the market and be able to allocate the client’s funds from one section to another so the client can get the most out of the investments that are made. When the market is on a downturn, Richard keeps the losses to a minimum and keeps his eye on the financial goals he and the client have set.
The third and final pillar is implementing and monitoring the plan that has been set in place from the first two pillars. This allows Richard the ability to compare what the client wants and the goal of the company as well. By using current and historical data, Richard can make sure the strategies put into place work effectively for all concerned.
This is what makes Richard Dwayne Blair stand out from the rest. He wouldn’t have it any other way.