1st Global Ownership Change

Acquisition of 1st Global, our Wealth Management Partner, by Blucora

Dear Valued Client,

Significant news from our wealth management partner, 1st Global, was released recently. The company entered into an agreement to be acquired by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals, and there are some important elements of this news we’d like you to know. First, there is no immediate impact to Reason Financial or to you, as this reflects a change in the ownership of 1st Global only. Second, they have been in communication with us and have explained the new ownership structure, and they have addressed our own questions about what this change will mean for you. Finally, we are confident in their strategic direction and the ongoing support they will provide to Reason Financial.

A little background. We began working with 1st Global in 1994 because they are the premier tax centric wealth management provider in the marketplace. The value they provide to Reason Financial is easy to qualify, they believe just as strongly as we do that proper tax planning is a pillar of sound financial planning. This would seem like a simple tenet to get behind, but unfortunately it is a rare characteristic in our profession.

The acquisition of 1st Global by Blucora, the team behind TaxAct and HD Vest, means we now have a stronger tax focus than ever before. Our sincerest belief is that this will pay dividends in the future by bringing the industry leading tax-centric broker wealth management provider underneath the umbrella of one of the preeminent tax technology providers in the country. The possibilities from bringing these two functions under one roof are endless.

We want to assure you that 1st Global’s ownership change will have no impact on the service and support we provide to you, as well as the manner in which your accounts are handled.

1st Global is legally required to send you notification of its ownership change, which means you must receive a letter in advance of the close of the ownership transition. Please note that there is absolutely NO ACTION REQUIRED from you.

This acquisition will not result in any changes to your investments, to any other products and services you receive, and you will continue to receive from Reason Financial the exceptional level of service and support you receive today.

You should have received this notification mailing and if you have any questions, please do not hesitate to reach out to us.

Thank you for your trust.

Sincerely,

Reason Financial

Disclosure

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any company names noted herein are for educational purposes only.

All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. All economic and performance data is historical and not indicative of future results. Market indices discussed are unmanaged. Investors cannot invest in unmanaged indices. Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and differences in accounting standards.

Investing in securities in emerging markets involves special risks due to specific factors such as increased volatility, currency fluctuations and differences in auditing and other financial standards. Securities in emerging markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

An index is a statistical measure of change in an economy or a securities market. In the case of financial markets, an index is an imaginary portfolio of securities representing a particular market or a portion of it. Each index has its own calculation methodology and is usually expressed in terms of a change from a base value. Thus, the percentage change is more important than the actual numeric value. An investment cannot be made directly into an index.

Investing in fixed income securities involves credit and interest rate risk. When interest rates rise, bond prices generally fall. Investing in commodities may involve greater volatility and is not suitable for all investors. Investing in a non-diversified fund that concentrates holdings into fewer securities or industries involves greater risk than investing in a more diversified fund. The equity securities of small companies may not be traded as often as equity securities of large companies so they may be difficult or impossible to sell. Neither diversification nor asset allocation assure a profit or protect against a loss in declining markets. Past performance is not an indicator of future results.

Financial Planning offered through Reason Financial, a state Registered Investment Advisor. Investment advice offered through Merit Financial Group, LLC an SEC Registered Investment Advisor. Merit Financial Group and Reason Financial are separate entities. Tax related services offered through Reason Tax Group. Reason Tax Group is a separate legal entity and not affiliated with Merit Financial Group, LLC. Sean P. Storck CA Insurance Lic#OF25995 and Steven W. Pollock CA Insurance Lic#OE98073

1st Global Ownership Change

Disclosure

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