A Cup Of Coffee, And A Second Opinion:

Are you perfectly happy with the financial advice you’ve been receiving over the past couple of years?

As in matters of health, sometimes the smartest thing you can do is to get a second opinion. It won’t cost anything or obligate you. It’s just a useful way for our firm to get to know you, and for you to get to know us.

A cup of coffee and a second opinion…

By appointment, you’re invited to come and sit with me for a while. I’ll make sure that I understand what is important to you now, and what matters most with respect to your financial future. Then I’ll review your portfolio with you.

If I think your investments continue to be appropriate, despite current market turmoil, I’ll gladly tell you so. If, on the other hand, I think some of your holdings are no longer suitable based on what’s important to you, I’ll explain why. And, if you like, I’ll recommend some alternatives.

You’ll decide if you’d like to take the next step.

Either way, the coffee is on us.

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Martin V. Higgins is a Registered Representative and offers securities through Mutual of Omaha Investor Services,Inc., a Registered Broker/Dealer, Member FINRA/SIPC and an Investment Advisor Representative and offers Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Family Wealth Management, The International Educational Finance Institute, LLC 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.

Located at: 9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053.

This information was prepared by The International Educational Finance Institute, LLC. The information provided is from a third party and is intended for general information purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.