Richard Dwayne Blair is the founder and a registered investment advisor for Wealth Solutions an investment company in Austin, Texas. He earned his bachelor’s degree from the University of Houston in finance and fiscal management services. He has over 23 years of experience in the financial industry and focuses on helping clients plan for retirement. He initiated his own strategy of investment that permits clients to reach their financial goals.
Furthermore, Richard Dwayne Blair entered the financial industry immediately after completed college. He prefers to work with clients in Houston, Bastrop and Marble Falls. He also has clients in Georgetown and New Braunfels. He values close relationships with his clients and creates individualized investment strategies to fit their needs. He teaches others and offers certificate programs that include the Certified Annuity Specialist, CAS Designation, CFS Designation, CIS Designation and CTS Designation programs. Additionally, he offers the RICP Designation and fiduciary care, and independence services. His annuity programs assist brokers and advisors in protecting their assets and estates. This program protects clients’ assets from stock market risks and provides tax benefits.
Richard Dwayne Blair’s investment programs provide a diverse range of options that focus on retirement, estates, business, and taxes. The Certified Estate and Trust Specialist program provides attention to trusts, wills, probate and retirement benefits. It ensures that children and spouses are cared for after the death of the estate holder. The Certified Fund Specialist program focuses on mutual funds, portfolio construction, and income strategies. The CIS Designation program teaches students about social security, withdrawal plans, fixed-income instruments and home health care. The CTS Designation program educates students on tax planning, capital gains, and reduced tax liability. The RICP Designation focuses on retirement planning and income planning. He is also an independent advisor and offers a Fiduciary Care advice to clients.
Richard Dwayne Blair is an innovator in the financial industry. He has created many new forms of investment and shares his knowledge with his students. He is providing a new service to clients and improving the way money is invested.