Dear Friends and Family,

We hope this letter finds you well and looking forward to summer fun and relaxation! As you prepare for those vacations, please call us for ideas on how to save a little extra for that special trip you have planned or any other savings tips. We are here to work with you to achieve those short and long term goals.

We understand this time of year can get very busy however we welcome the opportunity for you to come in to the office and review your portfolio and financial goals with us. We feel it is important to put a face with the voice on the other end of the line so we strongly encourage coming in, saying hello and talking with all of us. We continue to work very closely together on research and client service and want to make sure you feel comfortable working with the Katz Family Team.

In our continuing effort to “go green” and if you have not already done so, you may wish to change your document delivery options. The potential benefits for you are:

• Receive less paper from Fidelity and do something positive for the environment.
• Added security of not having personal information exposed through physical mail.
• Save time going through mail and shredding documents and save space.
• Flexibility to choose by document type, i.e. confirms, statements.

Clients enrolling in Electronic Delivery will be notified by e-mail when documents become available and will need to log-in to Fidelity.com to access the documents they have consented to receive. Simply call Vicki Callaghan or e-mail vicki@katzfamilyfinancial.com and she can enroll for you. You will receive an e-mail within 24 hours asking you to consent to the enrollment in eDelivery. You consent by reading the Electronic Delivery Agreement in the email and clicking the I Agree button at the bottom of the e-mail. Be sure to sign up today!

School’s out, pools are open and people across the country are looking for fun ways to cool down as summer temperatures heat up. The American Red Cross website has excellent Summer Safety Tips and they remind us that every two seconds, someone in this country needs blood. Summer is a challenging time because high schools and colleges are in recess. To find out information for donating blood, call 1-800-GIVE-LIFE and check out the summer safety tips at www.redcross.org.

Sincerely,

Katz Family Financial