Richard Blair’s Three Pillar Approach to Investment Strategy

Richard Blair of Wealth Solutions, a firm located in Austin, TX, has become one of the leading voice in retirement planning and financial management. Blair, son of a teacher and grandchild of another teacher, knew early on that he loved to share knowledge with people. So Blair pursued higher education and decided to wed that passion with his affinity for the financial planning and investing world. This would lead Blair to establishing Wealth Solutions in 1994 in order to give customers the kind of first hand, educational care that they deserve as they turn their attention toward retirement. Learn more: http://anthonycioe.com/richard-blair-providing-sound-investment-and-wealth-solutions-to-clients-in-austin-texas/

 

Adequately planning for retirement is among the most important things a person will do with their finances in life and that is why it shouldn’t be a trusted process to just anyone. Blair likes to establish a rapport with his customers and co-workers so that he can provide a personalized approach that is built around three central pillars. These pillars are what Blair refers to as his Financial Planning Process and it is this process by which Wealth Solutions has become so successful over the years. Let’s break down these three key pillars into easy to understand chunks. Learn more: http://creditorweekly.com/index.php/2016/05/26/investment-strategy-with-richard-blair/

 

The first part of the process, the first pillar, involves sitting down with Blair and really gauging the finances that a customer is working with. Pillar 1 looks at all of the different strengths and growth opportunities that will be available for a person. He then uses those as a baseline while identifying what they can risk and why sort of goals they can be set. This pillar is integral because it allows both parties to come to a mutual groundwork to build off of.

 

Once Blair and his customer have made a decision regarding their basics it is time to move on to Pillar 2. Pillar 2 is focused on developing that long term approach that will help the customer meet all of their financial investment needs and goals. At this point Richard Blair gets more hands on, moving assets around in order to maximize the performance that a customer can anticipate while lowering their threshold for negative periods due to the market.

 

Finally we reach Pillar 3 where Blair and the customer take a sit down approach to developing insurance, annuities, and the kind of long term needs that are results of long term care. This is an integral stage and it is important not to be taken lightly. With these pillars focused on, Blair and Wealth Solutions can help anyone prepare for their future.