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Working with your CPA to design a Financial Plan for the coming tax and investment rule
changes
Welcome The coming changes to the IRS code and the subsequent tax increases on wealth will impact your acquired
assets and income stream. Now is the time to redesign your financial plan. Our experience and expertise along
with that of your CPA is tailored to meet that demand. Request the free ebooklet Be Prepared for the Coming Tax Law
Changes. Tax Book Request
We specialize in Financial Planning, Estate Planning, Alternative Investment Plans, Limited Partnerships, Life
Settlements and Managed Futures. For more information on any of these forms of investment and how you can benefit from
them call or write. 1-800-419-0507 or email marv@marvslater.com.
For more information concerning
alternative investments in these turbulent times go to www.jandmfinancial.com
Our service is designed primarily for accredited investors.
An accredited investor is defined as one with a net asset value of one million dollars including spouse with an income for
the last two years over $200,000 or a joint income over $300,000 and an expection for that to continue.
Smaller accounts can be accepted and more suitable investment recommendations
will be made.
We are a Registered Investment Advisor firm and as such manage accounts on a flat fee basis. |
We offer the following services: |
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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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