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Summary: Earlier this year, James Ludwick, a 67-year-old certified financial planner, sold the Odenton, Maryland-based advisory firm he founded more than a decade ago. His clients have hardly noticed.That's because Ludwick sold the fee-only practice, MainStreet Financial Planning, to his younger partner and longtime protégé, Anna Sergunina, a 31-year-old certified financial planner who essentially got her start at the firm in 2006 as a paraplanner and administrative assistant.
 "If something happens and you don't just ride off into the sunset at a certain time in your life, you are putting your family and clients at potential risk" by failing to have a succession plan."Valerie Porter, director of practitioner services, Financial Planning Association, |
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