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?

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

Why Older People Are Vulnerable to Fraud, and How to Protect Them

By ANN CARRNS Older people who are active investors and who prefer unregulated investments may be more susceptible to investment fraud, a report published by the AARP Fraud Watch Network found. Read the full article here.

Last Minute Tax Breaks For College Savings

By Ashlea Ebeling, Forbes Staff College savings and tax time can go hand in hand, especially in the seven states with tax day deadlines for contributions to 529 plans. State tax subsidies for contributions are an additional come-on above the real powerful tax play of 529 plans: The money you contribute grows tax-free and comes out federal and state income-tax-free when the beneficiary you name uses it for college and grad school expenses—tuition, room and board, even a laptop. Read… Read More

How to Manage a 529 Plan for Your Child’s Education

By ANN CARRNS Saving money in a 529 plan offers families a way to put cash away for college and save on taxes as well. But if your child is entering high school soon, it’s time to double-check the allocation of your investments. Read more here: https://www.nytimes.com/2017/02/10/your-money/529-plans-how-to-invest-college.html?ref=your-money&_r=0


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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