Martin V. Higgins,CFP,CLU,AEP

Owner, Family Wealth Management

Location: Greater Philadelphia Area
Industry: Financial Services

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Martin V. Higgins,CFP,CLU,AEP's Overview

Current

Member at Jersey Business Leaders
President at Family Wealth Management Advisory,LLC
Financial Planning at Mutual of Omaha

Past

Member at Glazer-Kennedy Insiders Circle
President at Estate and Financial Planning Council of Southern NJ
President at South Jersey Society of Financial Services Professionals

Education

American College
None

Recommendations

15 people have recommended Martin

Connections

500+ connections

Websites

Founder of Family Wealth Management LLC, a fee-based financial planning and wealth management firm specializing in providing tax-efficient strategies for preserving and growing family wealth.

A Certified Financial Planner (CFP)TM practitioner and past President of both the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and the Estate and Financial Planning Council of Southern New Jersey (EFPCSJ).Also a member of the FPA (Financial Planning Association) and a Lifetime Member and 2009 Top of the Table Qualifier of MDRT (Million Dollar Round Table), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). A Paladin Registry Five Star Advisor and was inducted into Research Magazine’s 2002 Advisor Hall of Fame, recognizing excellence in the profession.

Co-author of the book, Dream, Inc which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. Has also contributed to Dan Kennedy’s book The Ultimate Success Secret.

Co-authored the book, Promises Kept which features 13 short stories of how a relationship with a trusted financial advisor impacted the success of an individual, family or business during a time of financial crisis.

Specialties

Do you know how large corporations have a Chief Financial Officer that manages their financial affairs?

Well what we do is work as our clients’s personal CFO to oversee and coordinate everything that requires planning and money so that they can spend their time focusing on what they do best.

Member

Jersey Business Leaders

2009 – Present (3 years)

Jersey Business Leaders is a 15-member team with unique expertise, 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 contribute to the future health of the economy and the well-being of the communities in which we live, work, and serve.

President

Family Wealth Management Advisory,LLC

June 1976 – Present (35 years 9 months)

Financial Planning

Mutual of Omaha

Privately Held; 1001-5000 employees; Insurance industry

1976 – Present (36 years) Marlton,NJ

My primary relationship for Life, Disability and Long Term Care Insurance as well as Immediate Annuities.

Member

Glazer-Kennedy Insiders Circle

Privately Held; Myself Only; Professional Training & Coaching industry

2006 – 2010 (4 years)

Learn and keep up to date on marketing strategies to attract and serve our Ideal Client.

President

Estate and Financial Planning Council of Southern NJ

2006 – 2007 (1 year)

Resided 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.

President

South Jersey Society of Financial Services Professionals

January 2005 – December 2006 (2 years)

Resided as President over an organization of Attorney's, CPA's and Financial Services Professionals dedicated to serving their clients with advanced education and professionalism.

View All (24) Skills View Fewer Skills

Promises Kept
- Persistent Marketing
- February 28, 2010
Authors: Martin V. Higgins,CFP,CLU,AEP

Martin V. Higgins invited 11 other financial advisors to participate in this exciting and meaningful book developed to inspire and educate people regarding their financial well-being. His tips, strategies and nuggets of wisdom are shared in chapter 1.

“I am honored to be a part of this powerful compilation book and among so many successful advisors and too have been inspired by their stories.” says Higgins.
Dream, Inc.
- Persistent Marketing
Authors: Martin V. Higgins,CFP,CLU,AEP

Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch
The Ultimate Success Secret

Authors: Martin V. Higgins,CFP,CLU,AEP

Certified Financial Planner (CFP)
- College for Financial Planning
- License 6558
Chartered Life Underwriter (CLU)
- The American College
Accredited Estate Planner (AEP)
- National Association of Estate Planning Councils
Registered Health Underwriter (RHU)
Life Underwriters Training Council Fellow (LUTCF)

American College

CFP, Financial Planning

1982 – 1984

None

Websites:

Interests:

Golf, College Lacrosse,information marketing,new technologies,coaching & consulting,photography,red wines,travel

Groups and Associations:

Information Marketing Assoc.,Financial Planning Assoc.,National Assoc. of Estate & Financial Planning Councils, Million Dollar Round Table,Top of the Table,Society of Financial Service Professionals, GKIC Inner Circle

Honors and Awards: