Giving Thanks on Thanksgiving!

| November 20, 2017
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This week our thoughts turn to the holidays, our families and our blessings. I thank you for your business and wish you and your loved ones health and happiness in this holiday season

2017 has been a year of transition for RZ Wealth and we are grateful for your patience as we improve our services, technology, infrastructure and resources to better serve you in the future. We have strengthened our organization with experienced personnel and analyzed every aspect of our company to streamline processes and to enhance the client experience.

We are continuously striving for improvements, efficiencies, quality of services and management. Our goal is to leverage and secure our critical role of assisting you in the pursuit of your financial objectives in the years to come.

In regard to variable annuity, insurance and mutual fund products, we chose Mutual Securities to serve as the broker/dealer of record naming Randy Carson as the agent for these products. I remain as the sole advisor relative to all of these investments to ensure privacy, access and service. You will receive letters acknowledging the above changes which are strictly for investments that are outside of the accounts that are held at TD Ameritrade.

This time of year, we are focused on the requirements mandated before December 31 regarding retirement distributions, charitable or personal gifting and other deadlines and also looking at all taxable accounts to see where we may help to mitigate taxes for this calendar year.

I am grateful beyond words for your loyalty. I understand our responsibility to you and your families and am fully committed to your financial well-being. I have worked very hard to earn and maintain some of the most respected designations in financial, retirement and estate planning so that my skills and acumen are enhanced to best assist you to achieve your financial goals. In addition, I have sourced expert analysts, attorneys, accountants, portfolio managers and other industry leaders to provide greater innovation, intelligence and strategy on your behalf.

We look forward to supporting you and your families with our improved systems, expertise and national resources as it has always been crystal clear to me that our success is only driven by your success.

Happy Thanksgiving and special thanks from all of us at RZ Wealth.

Sincerely,

Irvin W. Rosenzweig
CFP®, ChFC®, CLU®, CRPS®, AEP®
President, Director of Investment and Strategic Initiatives

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