The Financial Plan

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Active account management to provide a secure financial future.

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Is your Financial Advisor telling you everything?
We can analyze all aspects of your financial situation including forecast projections, tax effect, effect on beneficiaries and market loss avoidance.  Contact us to discuss your situation and find out if we can help.

Make your own investing decisions?
We can implement your plan with daily monitoring, technical and fundamental analysis, advisory services alerts and warnings.  When change occurs we implement immediately.  We are at the console every trading day monitoring your plan.

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Welcome
The results of our diversified portfolio study comparing the standard  stocks, bonds and mutual funds to alternative investments are in.  The results may surprise you.  This could change everything.  The alternative plan is risk averse while, at the same time, offers attractive returns and helps us through the rough times.  Want to profit when everyone else is complaining about the market? 

View this video:  
                                    The Plan for 2010

Plan for 2010

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CME Managed Futures discussion click
HERE.




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To receive an email copy of this brochure from the Chicago Mercatile Exchange click the link below:

CME Managed Futures

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ANNUITIES
An annuity can give you a  guaranteed income for life. 
For example:
A $100,000 annuity can be scheduled to start your retirement paycheck at age 70 and pay you over $1,000 a month for the rest of your life.  If you start it at age 80 it's more than $2,300.  There are restrictions and you must qualify but it is certainly worth checking into.  Send me an email.  Tell me what you need.  I'll gather the data and get you all the facts.
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Email me here.

We offer the following services:

  • Alternative Investment plans
  • Managed 401(k) service
  • Managed futures
  • Annuities
  • Trust Accounts
  • Limited Partnerships
  • Life Settlement
  • Do-it-yourself investment services

Order our monthly newsletter

By joining our mailing list, you will be the first to know about:

  • Breaking news about your investments
  • Helpful tips - where to put your money now
  • Do-it-yourself investing/trading instruction  

Contact information:
First name:
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Email address:
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We are proud members of the following organizations:
The Association for Technical Analysis
The Independent Investment Advisors Association
Military Officers Association of America

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Marvin M. Slater & Associates * 9656 Lynbrook Dr. * Dallas * Texas * 75238-2839
Phone: (800) 343-9645 * (214) 343-9645 * Fax: (214) 341-3803 * marv@marvslater.com