the next generation. Barbara founded a talent-promotion company, with the help of Robert “Kool” Bell of Kool and the Gang.
Now, the Harrises are more hands on when it comes to managing their finances and controlling their investments. But Wise still makes quarterly visits to the couple’s home to discuss family finances and map out retirement strategies. Anyone can benefit from professional advice. “A financial planner is good for those who have a lot [of assets] and for those who want to have a lot,” says Wise.