Martin V. Higgins, CFP^®

CLU, ChFC, AEP,

Wealth Manager

Family Wealth Management

9000 Lincoln Dr E, Suite 300
Marlton, NJ 08053

(877) 988-7722

+1 More Number

(856) 988-7722

CONNECT WITH Martin

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Martin Higgins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Family Wealth Management in Marlton, NJ and the surrounding communities.

Financial Advisor Overview

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.

Financial Advisor Experience

Martin is a Certified Financial Planner® (CFP®), author and retirement income specialist who helps people prepare financially for retirement by designing written retirement income plans for those who may need it to last them 30+ years. He is also the creator of “The WealthCare Process”, a dynamic 6-step process that is designed to help you feel more confident about your financial future by providing a clear plan to keep you on track toward your goals and enjoy life free from the burden of financial worries.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CLU^®,AEP^®,LUTCF^®, RHU^®

Insurance Licenses

Life insurance: CT, DE, FL, IL, IA, KS, MA, ME, MD, NC, NJ, NY, OH, PA, SC
Health/disability insurance: CT, DE, FL, IL, IA, KS, MA, ME, MD, NC, NJ, NY, OH, PA, SC
Fixed annuities: CT, DE, FL, IL, IA, KS, MA, ME, MD, NC, NJ, NY, OH, PA, SC
Variable annuities: CT, DE, FL, IL, IA, KS, MA, ME, MD, NC, NJ, NY, OH, PA, SC

Broker-Dealer Affiliation

Mutual Of Omaha Investor Services, Inc.

Broker-Dealer Disclaimer

Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA (www.finra.org) /SIPC(www.sipc.org). Family Wealth Management and Mutual of Omaha Investor Services are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Women's Finances