1. FAMILY TIES.
- Author
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McCrea, Bridget
- Subjects
- *
FINANCIAL planners , *FINANCIAL planning , *FAMILIES , *INVESTMENT advisors , *FINANCIAL management - Abstract
The article discusses how certified financial planner Alfred McIntosh helped three generations of the Wynne-Allen family worked together to create a financial legacy in the U.S. The Allens started working with McIntosh to organize their finances, after which they introduced their son to the planner for advice on preparing for his own financial future. According to the author, the Wynnes signed up for the fee-only services of McIntosh based on a referral. Differences between the Wynnes and the Allens on how they handled their finances are discussed.
- Published
- 2010