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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AS SEEN IN

As Seen In
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?

AssetMark Gold Forum
The Ritz Carlton Laguna Niguel, Dana Point California
2-22-17 to 2-26-17

Mutual of Omaha Court of Honor
Cabo San Lucas Mexico
3-10-17 to 3-14-17

Second Saturday Divorce Workshop
Ponzio's, Cherry Hill, NJ
3-11-17

Mutual of Omaha Chairman’s Council
Carlsbad, CA
3-15-17 to 3-12-17

Second Saturday Divorce Workshop
Ponzio's, Cherry Hill, NJ
4-8-17

Transamerica Coaching Forum
Baltimore, MD
4-27-17 to 4-28-17

Mutual of Omaha Field Advisory Council Meeting
TBD
5-15-17 to 5-17-17

 

RECENTLY PUBLISHED ARTICLES

$1 million or $5,000 a month: which would you choose?

By Shlomo Benartzi and Hal E. Hershfield These days, investors can track at any moment how the market’s daily ups and downs are affecting their wealth. Even investors with multiple investment accounts spread across different firms can calculate changes in their net worth in real time, thanks to websites and apps that do all of the work for them. One might think that having all of this information would make people more financially savvy, especially when it comes to saving for retirement. New… Read More

Will Working Longer Help – Or Hinder – Your Social Security Benefit?

By Elaine Floyd, CFP® Continued earnings could increase your Social Security benefit depending on your situation. One thing is for sure: working part-time at reduced pay will never cause your benefit to go down. A common question among people in their 60s is this: If I keep working, will my Social Security benefit go up? An even more common question is this: If I take a part-time job at a lower salary, will it cause my Social Security benefit to… Read More

Planning for a 30-Year Retirement

By Helen Modly, CFP, and Sandra Atkins, CPA/PFS Funding a 30-year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, taxes, asset allocation, and expenditures. Are you up to the task? George Forman, the boxer-turned-spokesman for portable grills, may have best summed up the Retirement conundrum facing baby boomers: “The question isn’t at what age I want to retire; it’s at what income.” The amount you’ll need each year to maintain your desired standard of… Read More


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This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated.

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