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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AS SEEN IN

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Marty Higgins Women's Choice Award Financial Advisor

MEET MARTY HIGGINS

Martin V. Higgins 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

Saving for a Sunny Day

Prepared by: Financial Planning Association Most of us know we need to save for our future goals. Buying a home, providing an education for our children, investing for a secure retirement, or just “saving for a rainy day” are the most common savings goals. But what about next year’s vacation, remodeling or refurbishing the house, or buying a second car? You can always just say “charge it.” That’s how Americans have amassed billions of dollars in credit card debt. Or,… Read More

Strategies for Building a Laddered Retirement Portfolio

Prepared by: Financial Planning Association If the goal of saving for retirement is to provide financial security, then a key objective of retirement portfolio management should be generating a stable stream of income while preserving investment principal. Bond laddering is a strategy that may address both aspects of that key objective. What Is Laddering? A bond ladder is a portfolio of bonds with maturity dates that are evenly staggered so that a constant proportion of the bonds can be redeemed… Read More

Tips for Running a Successful Seasonal Business

Prepared by: Financial Planning Association If you have a seasonal business, you most likely face some challenges that year-round businesses don’t. After all, trying to squeeze a year’s worth of business into a far shorter period can get pretty hectic. Here are some tips that may help. Cash Control All small-business owners have to be careful cash managers. Strict management is particularly critical when cash flows in over a relatively short period of time. One very important lesson to learn:… 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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