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?

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

Event

Field Advisory Council
October 5 - 7, 2016

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

Event

Young Lawyers Reception & Sponsorship
November 3, 2016

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

RECENTLY PUBLISHED ARTICLES

Starting Out: Begin Funding for Your Financial Security

Prepared by Financial Planning Association If you’ve just landed your first real job, your salary is probably limited, and you may have difficulties covering current expenses while paying off loans — let alone saving for the future. The first step you may wish to take is to prioritize your financial goals. Along these lines, insurance coverage is important, especially health insurance. If you have dependents, life insurance is the next logical step, and disability insurance should also be a consideration…. Read More

Job-Changer’s Financial Checklist

Prepared by Financial Planning Association As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next. The checklist to use before starting a new job: Proactively manage your health insurance to avoid a lapse in coverage. Discuss dates with your old and new employers to assure continuous coverage. Check on the status of any pending claims under your old coverage. Arrange any… Read More

Planning for Future Health Care Costs

Prepared by: Elaine Floyd, CFP® The usual method for estimating spending needs in retirement is to take your post-retirement household budget and tack on an inflation rate, such as 3%. Some expenses may increase at a faster rate than the inflation rate you use, others at a slower rate, but overall, expenses such as housing, utilities, food, and so on, should rise with the general rate of inflation. Read more here: Planning for future health care costs 1672729.1  


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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