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.

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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

Is Hospice Care Appropriate?

Prepared by Bob Mauterstock’s The Gift of Communication Blog When the medical director of my mother’s assisted living residence called me I was curious to know what she wanted to talk to me about. After informing me how much everyone at the facility loved my mom she then made a statement that took me by surprise. “I think you mom would benefit greatly by going into a hospice program.” My thoughts immediately jumped to “Oh my God, she’s about to… Read More

The Do’s and Don’ts of Back-to-School Shopping

Prepared by Courtney Jesperson, NerdWallet. This school year, students will learn about history, science and grammar. But the first lesson for any back-to-school season is financial. Whether you’re a parent shopping for your child or a student buying for yourself, you don’t want to overspend on your school year prep. To help you avoid doing just that, we compiled a list of things you should and shouldn’t do while shopping. Click here to read more.

6 Ways To Teach Your Kids The Most Important Lessons About Money

Prepared by Yahoo Finance. Our children learn how to read and write in school, but teaching them about money is on you. Kids as early as age 3 can understand the basic concepts of spending and saving. Here are some fun ways to teach them how to be financially savvy. Click here to 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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