Dear Friends and Family,

We wish you a happy and healthy new year and hope you are feeling relaxed and rejuvenated after your time off.

As the year begins, we are honored to share that we have been named a FIVE STAR: Best in Client Satisfaction Wealth Manager for 2007. Seattle Magazine contracted an independent market research company to conduct a rigorous nomination and evaluation process. The final list was reviewed by a blue-ribbon panel of local financial services industry experts. For those of you in the Seattle area, look for us in the April issue of Seattle Magazine.

We are truly grateful for the nominations that led to this recognition and look forward to continuing to serve you and your family in the years ahead.

Keep an eye on this cover letter — in the coming months, we will provide guidance on the financial items everyone should review regularly to help keep your financial house in order. These reviews are complimentary for our clients.

Please don’t hesitate to call us with any questions.

Our next educational seminars will be held in February in both our Maryland and Issaquah locations. We hope to see you there.

Warm regards,

Katz Family Financial