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.
Certifications & Licenses:
CFP®, ChFC®, CLU®, AEP®, LUTCF®, RHU®
States where licensed: CT, DE, FL, IL, IA, KS, MA, ME, MD, NC, NJ, NY, OH, PA, SC
Women experience unique financial challenges throughout their lifetime and need to know where to go for help. We strive to explain financial concepts in a simple, concise format so that you can feel comfortable and make an informed decision.
Marty is an established author whose book Distributionland, which was published in October 2014, immediately became an Amazon Best Seller. Distributionland is a book of stories and client experiences, written for people to better understand how to manage their wealth and to help provide an inflation adjusted income through a possible three-four-decade retirement. Check it out: http://distributionland.com/
Marty has qualified for the Women’s Choice Award each year since 2013.
Here are 8 Reasons To Choose Family Wealth Management:
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, Marty Higgins, Representative. WomenCertified, Inc, Family Wealth Management and Mutual of Omaha Investor Services, Inc. are not affiliated. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
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.
Broker: Mutual of Omaha Investment Services
Term: 11/23/2023 -12/31/2025