Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® Email and Phone Number
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Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® phone numbers
I am a Certified Financial Planner who specializes in retirement income strategies and help people prepare financially for retirement by designing written retirement income plans that are created to address longevity and outliving income. I am the President of Family Wealth Management and creator of “The WealthCare Process” which is designed to simplify and coordinate the financial affairs of our clientele of pre-retirees, retirees, widows and small business owners. This process is designed to best help those with retirement savings of at least $500,000 who want to partner with someone who will provide them the confidence, clarity and direction to live and maintain the retirement lifestyle they desire. I hold six industry professional designations including the CFP (Certified Financial Planner) and AEP (Accredited Estate Planner) designations, exemplifying my commitment to lifelong education. I am the Past President of both the E state and Financial Planning Council of Southern NJ and the Society of Financial Services Professionals of Southern NJ. I am a recipient of the Women’s Choice Award for Financial Advisors & Firms* through the Women’s Institute for Financial Education since 2013. It is awarded to those advisors and firms that exemplify an effort to help women and provide quality service and strong commitment to their female clientele. I was also a 2012 Senior Market Advisor of the Year Finalist*** and was previously inducted into Research Magazine’s Advisor Hall of Fame in 2000**. I was also featured in Forbes Magazine on June 24th, 2013 as well as in a March 2012 article in The National Underwriter on retirement income titled, “Walking the Tightrope.”I live in Marlton, NJ with my wife of 33 years, Terri. I have three children, Brian, Laura and Scott. I am an avid golfer and enjoy traveling the world as well as being a self-proclaimed Philly fanatic sports fan. More info: http://www.familywealthadvisory.com
Family Wealth Management, Llc
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PresidentFamily Wealth Management, Llc Jun 2000 - PresentWhat I do is work as our clients’ to act as their “CFO” and oversee and coordinate financial planning aspects of their lives so they have confidence in their financial futures.
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Wealth Manager & Book AuthorFamily Wealth Management, Llc Jun 1976 - PresentYour Guide to Distribution Land!If you’re retired or on the way, meet Marty Higgins – your guide for the journey through what he calls Distribution Land, a place of lovely landscapes but undeniable dangers. He’ll show you how to enjoy this new world – but he wants you to be well-armed.As founder of Family Wealth Management LLC, Higgins is a specialist in helping families to build and preserve their savings to last the rest of their lives and beyond. In “Distribution Land,” he takes you into retirement territory, where you distribute the gains of your working years.Be warned: You need to adjust to a new set of rules here, or you may not make it, as many have sadly learned. This isn’t Accumulation Land anymore, that youthful place where you built for a future far away. You need new strategies to fend off the beasts that lie in wait – among them, taxation, inflation, the cost of medical and long-term care, and an unpredictable market. You need not live in fear. Higgins has the tools that can help you do far more than survive in Distribution Land. He can show you the process of creating an income designed to endure as long as you do. An important first step is to define those dreams.Marty Higgins has the answers to the questions that he has heard retirees ask during his many years of practice. If you are to sleep well, you need to be confident that your money is secure and that you will be all right, no matter what. But he knows that you want and deserve more than that. You want to explore these new vistas and enjoy this new phase of life to the utmost. With Higgins at your side, you’re in for a joyous journey.New rules for a new place in your financial life!
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Insurance PlanningMutual Of Omaha Jan 1976 - PresentOmaha, Ne, UsThis is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: Alabama, California, Delaware, Florida, Illinois, Maryland, North Carolina, New Jersey, Pennsylvania, South Carolina, and Texas. CA Insurance Lic #0B65357. 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/ 3. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA /SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA (www.finra.org)/ SIPC (www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. Family Wealth Management, LLC and the Mutual of Omaha companies are not affiliated. 6. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 7. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. 8. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold. 9. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. -
Wealth Manager & Book AuthorFamily Wealth Management Jan 1976 - Present
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MemberJersey Business Leaders Jan 2009 - Apr 2013Jersey Business Leaders is a 15-member team with unique knowledge, business-related services and products, and competitive rates. We pool our knowledge, resources, and invaluable years of experience to help businesses succeed and prosper in the region. In doing so, we feel that we are contributing to the future health of the economy and the well-being of the communities in which we live, work, and serve.
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PresidentEstate And Financial Planning Council Of Southern Nj Jan 2006 - Jan 2007Resided as President over an organization of Attorney's, CPA's, Financial Advisors and Trust Officers, etc. focused in the area of Estate and Financial Planning.
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PresidentSouth Jersey Society Of Financial Services Professionals Jan 2005 - Dec 2006Resided as President over an organization of Attorney's, CPA's and Financial Services Professionals dedicated to serving their clients with advanced education and professionalism.
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CarpenterGemberling Corporation Apr 1974 - Apr 1976Framing Houses
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CarpenterThe Scarborough Group Of Companies Corporation Jul 1972 - Apr 1974Framing new homes
Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® Skills
Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® Education Details
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The American College Of Financial ServicesEstate & Insurance Planning -
St. Paul Vi Catholic High SchoolHigh School Diploma
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College For Financial PlanningFinancial Planning And Services
Frequently Asked Questions about Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu®
What company does Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® work for?
Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® works for Family Wealth Management, Llc
What is Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu®'s role at the current company?
Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu®'s current role is Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries..
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Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu®'s email address is mv****@****ail.com
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What schools did Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® attend?
Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® attended The American College Of Financial Services, St. Paul Vi Catholic High School, College For Financial Planning.
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Martin V. Higgins, Cfp®, Chfc®, Clu®, Aep®, Lutcf®, Rhu® has skills like Retirement Planning, Fixed Annuities, Disability Insurance, Strategic Financial Planning, Insurance, Long Term Care, Financial Planners, Long Term Care Insurance, Financial Advisory, Iras, Life Insurance, Term Life Insurance.
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