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?

Career Day
Saint Joseph's University
February 12th - Philadelphia, PA

Education
Asset Mark Gold Forum
March 2nd-6th, Fernandia Beach, FL

Education
Mutual of Omaha Court of Honor
March 8th - 11th, Lanai, HI

Education
Mutual of Omaha Chairman's Council
March 12th - 18th, Lanai, HI

Event
Second Saturday Divorce Workshop
April 9th - Marlton, NJ

Education
TransAmerica Coaching Forum
April 21st-22nd, Philadelphia, PA

Event
Second Saturday Divorce Workshop
May 14th - Marlton, NJ

Event
Second Saturday Divorce Workshop
June 18th - Marlton, NJ

 

RECENTLY PUBLISHED ARTICLES

5 Questions to Ask Yourself 5 Years Before You Retire

By Elaine Floyd, CFP® Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events. The first step in any retirement income plan is to envision your retirement and make some decisions about how you will live. This, in turn, will inform your budget and your retirement income plan. If the numbers don’t support the life you have in mind,… Read More

5 Ways to Boost Your Security Against ID and Credit Card Theft

By Bryan Mills A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. About a year ago, I was sitting down to dinner with my family when I got a phone call from a department store inquiring about my new credit card and recent purchases. I knew right away I had a problem because I’d never shopped at that store. I… Read More

7 Ways to Help Cut College Costs

By Lynn O’Shaughnessy Parents may assume they earn too much to qualify for financial aid. However, there are a number of strategies that even wealthy families can employ to cut expenses. Here are seven steps for estimating costs and maximizing financial aid. While it’s no surprise that parents stress about how they’re going to pay for college, you may be shocked at those who are arguably the biggest worriers. In my experience, the people who are most proactive in seeking… 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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