Disclosure: Introductory calls between RIA Compliance Consultants, Inc. and a prospective client are limited to learning more about a prospective client’s particular situation and the services of RIA Compliance Consultants, Inc. Such introductory calls are not intended and should not be considered a compliance consultation with RIA Compliance Consultants, Inc. or specific compliance advice from RIA Compliance Consultants, Inc. Any information shared by RIA Compliance Consultants, Inc. during an introductory call or through a follow-up communication is intended only for educational and background purposes and should not serve as the basis for making any compliance decision. For additional details, please review our Disclosures webpage.