A Cup Of Coffee, And A Second Opinion:

When the markets turn as volatile and confusing as they have over the past several years, even the most educated and patient investors may come to question the wisdom of their financial plan and the investment strategy that they’ve been following.

In my many years as a financial advisor, I’ve seen a lot of difficult markets come and go. And I can certainly empathize with those who find the current environment troublesome and disturbing. I’d like to help, if I can, and to that end, here’s what I offer:

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 investment adviser representative of Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. 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.

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

This information  is intended for general information purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.