Hello Everyone - As I look to the future, I believe it's my responsibility to ensure our firm remains strong, independent, and well-positioned to serve you and your family for years to come. With that goal in mind, I'm pleased to share an important step we've taken to strengthen our firm while preserving the relationships and personal service you've come to expect. After thoughtful planning and careful consideration, we’ve chosen Berger Financial Group as our long-term strategic partner. Berger is a Minnesota based SEC advisory firm that shares our commitment to personal service and fiduciary advice. This partnership allows us to remain independent while giving us access to many additional resources – including Berger’s tax and financial planning departments - along with new investment opportunities and expertise. Just as important, this combination provides a long-term succession plan for our practice. It ensures that if something were ever to happen to me, your financial plan and the relationships you've built with our team will continue without interruption. Here’s the part we think you’ll like: nothing about your day to day relationship with us is changing. • Your advisors and staff stay the same. The same people you know and trust here in New Prague – including me - will continue working with you just as we do now. • Your accounts stay the same. Your investments, account numbers, and custodians (TradePMR, American Funds, Lincoln) remain exactly as they are today. • Your fees stay the same. You will not pay anything more due to this partnership. In short, we keep doing business as usual. Our agreement with Berger is a behind the scenes enhancement that strengthens our ability to serve you and your family well into the future. What happens next: Late next week you will receive a Docusign request from me asking for your consent to continue our advisory relationship under the new structure. This is a simple, one time form that takes just a few minutes to complete. Signing it ensures our relationship continues without delay. If you’d like help, we can walk you through it step by step, or if you prefer, you’re welcome to stop by our office and sign a paper copy in person. We’re truly grateful for the trust you’ve placed in us. It’s our privilege to serve you, and we’re excited to begin this next chapter together. If you have any questions or concerns, please reach out to your advisor here as you always have, or contact me directly - I’d be happy to visit. In the meantime, feel free to explore our new partner at www.Bergerfinancialgroup.com Warm regards, Mike | 
