Planning for Financial Advisers in Southern Pines, NCOur firm’s Founder, Attorney Maureen Callahan Ward, believes that the best plans are the result of close collaboration — not only with her clients themselves, but also with her clients’ existing financial advisors.  Maureen welcomes the opportunity to work with financial advisors on comprehensive plans for their clients.

If you have clients who are looking for counsel from an attorney with experience in estate planning, financial planning and elder law, contact us at your earliest convenience for a consultation. Our firm understands financial products and works closely with financial advisors to meet the comprehensive needs of their clients.