Our clients are busy people who want to simplify their lives

They recognize the value of their time - and of our expertise.

Even though they may understand financial strategies and products, they have a low level of interest in doing the work themselves. They place a high value in working with a competent, trusted professional for financial decisions.

They prefer to spend their time enjoying life and focusing on their families and careers, rather than trying to sort through the myriad of complexities in the increasingly difficult world of personal finance. By educating and empowering our clients, we seek to build a deep level of trust and rapport. Learn more...

A Cup of Coffee and a Second Opinion

By appointment, you’re invited to come and sit with me for a while. I’ll make sure that I clearly understand what is important to you now, and what matters most with respect to your financial future.

Before you choose your financial advisor, learn the KEY questions to ask that will make all the difference!

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Marty Higgins Women's Choice Award Financial Advisor

MEET MARTY HIGGINS

Martin V. Higgins CFP, ChFC, CLU, AEP, LUTCF, RHU is a Certified Financial Planner, author and retirement income specialist who helps people prepare financially for retirement by designing written retirement income plans for people who may need to last 30+ years.

He is the CEO of Family Wealth Management and creator of “The WealthCare Process” designed to simplify and coordinate the financial affairs of his clientele of pre-retirees, retirees, widows and small business owners. He’s won the Women’s Choice Award for Financial Advisors and Firms.

His latest book “DistributionLand”, published in October 2014, immediately became an Amazon Best Seller and is a must read for anyone preparing for retirement.

 

The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of a client survey through Advisor Impact. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. This portion is updated periodically. Please access updated content here: http://www.womenschoiceaward.com/financial-advisor-information.

WHAT IS MARTY UP TO?

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Second Saturday Divorce Workshop
July 16th - Marlton, NJ

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Second Saturday Divorce Workshop
August 13, 2016 - Cherry Hill, NJ

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Second Saturday Divorce Workshop
September 10, 2016 - Cherry Hill, NJ

Event
Second Saturday Divorce Workshop
October 8, 2016 - Cherry Hill, NJ

Event
Second Saturday Divorce Workshop
November 12, 2016 - Cherry Hill, NJ

RECENTLY PUBLISHED ARTICLES

How to Choose an Executor for Your Will

Prepared by My Dollar Plan   Death isn’t something we look forward to, but when it comes to our finances, it is an important topic. If we simply do nothing, we can potentially leave our loved ones with less of our wealth by not taking appropriate actions. Even if we do plan for death and leave a will, it isn’t completely smooth sailing. There is the issue of choosing an executor for our estate. I am going to walk you… Read More

Get Through Customs Faster

Now there is an app to help you speed up the customs procedure. The airport has become a sea of burdensome activities, the check in process, TSA security and then add a trip through customs and you’ve scored a trifecta of annoyance! But now the US Customs procedure has just gotten a little easier with a FREE app. The Mobile Passport App is not a replacement for your traditional passport, it’s more like a “Disney Fastpass”. It has been used… Read More

Family Money: Failure to Communicate

Prepared by Fidelity.com   Fidelity study finds parents and adult children at odds on when to talk about finances. In life and money, timing is often everything. And that’s particularly true when it comes to sensitive family discussions about retirement security, eldercare, and estate planning. According to Fidelity’s latest Fidelity Investments’ biennial Family & Finance study,1 Approximately 9 in 10 parents and their children see the importance of having frank conversations about a number of issues affecting parents when they… Read More


My Napkin Notes - Financial Complexity Made Simple

Read Marty’s Articles on MyNapkinNotes.com— Financial Complexity Made Simple

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Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, Inc., a securities broker/dealer and registered investment adviser. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.

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