Dear ViaForte Clients,

With the recent announcement that our affiliate firm, Carlson Capital Management, is merging with Sequoia Financial Group (SFG), we will transition all ViaForte insurance activities to the SFG affiliate, Long Road Risk Management Services (www.longroadrm.com), and their platform at Valmark Securities.

Our commitment to serving you well and ensuring a smooth transition is of primary importance. This shift of policy service to Long Road will surround you with additional expertise and valuable resources and opportunities to leverage insurance solutions to reduce your risk and support your overall financial plan. Long Road, like ViaForte, has a values-based culture that is committed to providing proactive and responsive service and to supporting generations of client families.

It is an honor serving you, and we look forward to extending you great care and deepening our relationship with you as a part of the Long Road team. Thank you for the trust and confidence you have placed in us.

Sincerely,

Jeffrey R. Carlson, CFP®

ViaForte Founder & President

I’m pleased to be among the first to welcome you to Long Road! We are thrilled to serve former ViaForte clients going forward. If you have any questions as policies are transitioned, don’t hesitate to call us at 330.576.1221.

Thank you. Our team looks forward to getting to know you and your family.

Craig Welch CFP®, CLU®

Long Road Risk Management Services President and CEO