Consultation

Ready To Take Control of Your Business?

Contact Us to schedule a Consultation. Get an experienced & trusted RIA Lawyer on your side. Understand the Process. Make a Plan. Get My RIA Lawyer behind you.

You may be thinking about leaving your current firm. You may have already taken that leap of faith and now are trying to figure out what your next steps are. Perhaps you have already have your own independent firm and are looking for additional support.

No matter what stage you are in, we understand your concerns and are designed to meet your specific needs.

We charge for consultations.

Why?

Our clients value their time and are looking for a knowledgeable provider. We have found that advisers get more out of a consultation when they are financially committed to a scheduled consultation. It demonstrates your trust in our firm, and it allows us to provide a satisfaction guarantee. After all, we defend our work 100%.

How?

Our advisers show up prepared with questions and have thought through the pain points that brought them to us as well as what their goals are in obtaining legal representation.  Because our advisers are prepared, we can have a deeper and more thorough conversation about the issues facing the adviser’s business and how we can help solve the problems. Don’t worry, we’ll walk you through the entire process starting with an exchange by email.

No Risk. No Obligation. Excellent Service. Our Guarantee to You.

If you don’t feel that you received value from the consultation, we’ll provide a refund. Simple as that. If you engage our firm, the cost of the consultation will go towards contracted services.

What happens at the consultation?

Whether by phone, video conferencing or in person, we first take the time to learn about your personal, financial and professional situation.Questions are asked so we know what is most important to you and why. You are more than your assets under management or your trailing 12. You are a real person with a real problem looking for a real solution. So we take the time to understand the problem from your perspective.

Once we understand your situation and your most important goals, we can help you understand the legal and regulatory landscape. An educated client makes the best kind of adviser. Together, we then formulate a plan of action to meet your goals and resolve any problems in the way. We will help you understand the pros and cons of different strategies and how best to execute.

After you determine which course of action is best for you, you will decide whether you wish to move forward alone or with My RIA Lawyer behind you. If you choose to get our expert legal team behind you, then we immediately implement your action plan. We defend our work 100%.

Contact our friendly team and make your action plan today.

Call (770) 462-2118

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