We have made the decision to take our business to a higher level of control and flexibility to better serve our clients! We will have more control over costs for our clients, access to a broader range of investment choices and a greater level of flexibility in choosing our strategic partners. These are partners that can support us in more advanced planning tools, lower fee institutional quality investments, a variety of banking products, and improved access to technical applications, customized statements, a more robust user friendly web site, risk reduction strategies, and concierge services.

Relationships with our clients are our number one priority. We believe that by placing our client's best interests first, we will continue to strengthen these relationships. As we strive for consistent improvement, in an industry experiencing constant change, our ability to deliver exceptional personal service while using all the technical tools available is very challenging.

Due to legal restraints, and regulatory requirements, we were not able to discuss this change with our clients in advance. For those of you whom we've met with in recent days and weeks we sincerely apologize and have confidence that you will understand.

"Winning by not losing" has proven to be a strategy that has served our clients well over the many decades the professionals at Bliss & Associates have been serving your financial needs.

Our Mission is to help you achieve Financial Peace of Mind.

We cannot control the markets but we prepare our clients with the information necessary to make sound financial decisions in response to the ever-changing personal and external problems we all face.

We view this not only as a transition, although it is one, but truly as a transformation!

What's NOT Changing

• Our commitment to provide personalized service and support
• The values that have driven us since the beginning; Trustworthiness, Integrity, Honesty, Character, Community & Competence
• The Team –All advisors and the support staff will remain fully committed to serving you
• Our unwavering commitment to placing your best interests first
• Our dedication to ongoing education and training
• Our office location in Grand Blanc

What IS Changing

• Bliss & Associates will become Acorn Wealth Advisors. Many of you have been with us from the IDS and American Express days so you know a new name alone is not "new".
• The custodian for your assets will become Charles Schwab, Inc. You will be hearing more about this strong firm shortly
• Our new phone number will be 810-953-4444

What Happens Next

We are confident you will be as excited as we are in taking our relationship to the next level of service and support. To facilitate the transformation we will need you to sign paperwork, we know you love that, to move your accounts onto the new platform.

We have dedicated the next several weeks to helping support you through this process. All of our advisors and support staff, plus representatives from our new strategic partners, will be available to help navigate you through this transition. For those of you in the local area we will be meeting with you face to face. For those of you out of the area, or living outside of Michigan, we will mail you a kit and schedule phone support to walk you through what needs to be signed.

We have developed an FAQ (frequently asked questions) brochure for your review as well. This will answer most of additional questions you may have.

Each and every one of you is a unique and valued client! We appreciate your long term relationship with your advisor and are confident this transformation will increase your Financial Peace of Mind.