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!

Enter your name & e-mail address below to instantly receive our FREE consumer guide to help you choose the right financial advisor for you.

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?

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

Stop Spending Based on Other People’s Wealth

By Carl Richards You know what’s worse than judging a book by its cover? Judging a book by its cover, and then making financial decisions based on what you assume the book might tell you. Here in New Zealand, where I’m spending the next year, you don’t see many fancy cars. In fact, I kind of forgot they existed. So the other day, when I pulled into the church parking lot with my family and saw a brand-new $150,000 Range… Read More

7 Ways to Avoid Holiday Financial Stress

By Maryalene LaPonsie Don’t let a holiday cash-crunch stress you out. Use these tips to help you skate through the season with your bank account balance intact. Read more here.

Top 10 Black Friday Shopping Tips for 2016

By James K. Willcox Some of us wait all year for the Black Friday shopping season to come around, our heads filled with the promise of scoring the best price of the year on a new TV, tablet, gaming system, or other piece of electronics. You can get some great deals on Black Friday, but you also have to avoid some pitfalls. Some shoppers get taken in by so-so prices masquerading as fantastic bargains, while others miss out because they… Read More


My Napkin Notes - Financial Complexity Made Simple

Read Marty’s Articles on MyNapkinNotes.com— Financial Complexity Made Simple

Follow Us

Facebook
Find us on Google+
LinkedIn
Twitter

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.

Top