Martin's complimentary service is powered by Boulevard R, a social venture whose mission is to make independent financial strategies available for everyone - with no strings attached.

Boulevard R created its process by working with top independent financial planners and a leading behavioral economist from MIT and Duke who was named one of Fortune's 10 new gurus of the year and is also a bestselling author.

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Experience

Martin V. Higgins, CFP, CLU, AEP Martin V. Higgins is founder of Family Wealth Management LLC, a fee-based financial planning and wealth management firm. He specializes in providing tax-efficient strategies for preserving and growing family wealth. Marty is a Certified Financial Planner (CFP)(R) 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). He is a member of the FPA (Financial Planning Association), a Chartered Life Underwriter (CLU) and an Accredited Estate Planner (AEP). Marty is a Certified Paladin Registry Five Star Advisor and in 2002 was inducted into Research Magazine's Advisor Hall of Fame, recognizing excellence in the profession. Marty is co-author of the book, Dream, Inc., which features 32 Philadelphia area entrepreneurs and how they built successful companies from scratch. He also created the book, Promises Kept, 12 short stories of how financial advisors create value in their client relationships when tragedy strikes. He has also contributed to Dan Kennedy's book The Ultimate Success Secret and has been a featured speaker throughout the country and overseas for many industries and company training programs. Marty also regularly contributes to various industry magazines and local newspapers. Marty has lived in the South Jersey region all his life. He, his wife Terri, and their three children share the love of travel, local culture, and sports activities, including golf, baseball, lacrosse and hockey.

CEO

International Educational Finance Institute
Limited Liability Company; 2 employees
August 2008 - Present
Marty is the President and founder of the International Educational Finance Institute, LLC, an institution created to provide financial education, marketing strategies and practice management to Financial Advisors & their support staff throughout the world.

Unique Services Offered by Martin

• The WealthCare Process
  ABOUT THIS SERVICE

• Upon completion of the WealthCare™ Process -- our proprietary financial planning service -- your financial affairs will be better organized, your investments will be integrated with your plan and targeted toward your visions and goals, and your team of advisors will work together. You will have confidence in knowing you are on track toward your personal and financial goals.

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• First Step Cash Management
  ABOUT THIS SERVICE

• 1. First Step focuses the individual on the financial life they would like to have by being a goal oriented system. In all the success literature that has been published over the years, there is one prevalent theme, perhaps best defined in the book Think and Grow Rich by Napolean Hill - you become what you think about.

  2. It helps the individual understand what is happening with their money. Often, for the first time, people finally understand what is happening with their household finances. In order for someone to change, they need to understand the difference between their current reality and their ideal scenario. First Step helps create this understanding.

  3. First Step is very easy to update, and you only have to update when there is a change to your situation; a pay raise, a debt is paid off, a goal has been achieved, or a new goal is defined. With a few simple changes in the system, you instantly know where you are and what needs to be changed to begin working towards your next goal. Your successes begin to steadily compound, one upon the other, creating momentum that will carry you towards the financial life you have envisioned.

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• The Legacy Advantage
  ABOUT THIS SERVICE

• The truth is. A legacy is much more than the things we have and the money it took to buy them.

  If you already have a financial advisor, you two have surely had many conversations about your financial goals, and that's important. But, have you also talked about the inspiring life lessons and practical details you want to be part of your personal legacy. If you don't have an advisor currently, or you want to take a more holistic approach to your plan, let's get started together on this important work. With our guidance and new, amazingly easy-to-use software, I can help you create a legacy plan that goes well beyond a will or estate plan to include the personal and practical information that will be so important to the people you care about.

  Planning your legacy provides clarity and inspiration when they're needed most:

  - Safeguard loved ones from the confusion and conflict that plagues families after a death.

  - Provide clear guidance about care for your children and/or grandchildren, pets, etc.

  - Know your values and memories will continue to be preserved for generations.

  - Understand yourself better and define the kind of life that you want to experience.

  WHAT ARE THE EXPERTS SAYING?

  - Putting together a plan not only helps your survivors, it's also a great chance to remind yourself of your values and priorities. These days, we're so busy that it's easy to put it off, and this process is a great opportunity to do it properly.

  - Jean Chatzky, financial editor of NBC's "Today Show, host of "Oprah & Friends," and well-respected author and columnist

  - Grief is difficult enough without complications, but having interacted with thousands of grievers, I have learned that the absence of a carefully planned legacy leaves them with financial and emotional distress, which compounds their grief exponentially.

  - Russell Friedman, executive director of The Grief Recovery Institute and co-author of The Grief Recovery Handbook

  "This is a very powerful tool that deals with the most important issues in our lives and beyond. Unfortunately, we spend too much time hurrying through today and cleaning up yesterday to give tomorrow and those who will live in it the thought, reflection, and planning they deserve."

  - Jim Stovall, author of The Ultimate Gift and International Humanitarian of the Year

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  How would you like to be contacted?

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Related Terms: retirement income planning, 401k rollover, financial planning Marlton, Long Term Care Insurance, investment and asset management