Family Wealth Management Quarterly Updates

Past Quarterly Updates are archived here for your convenience. Unless otherwise noted, all are in Microsoft Word format. Right click the links below and select "Save As" to download the Quarterly Updates now.

>> Learn about the the holistic process for working with us

Need help opening and reading our files?

Adobe Acrobat Reader Microsoft Excel Viewer
Microsoft Word Viewer Microsoft PowerPoint Viewer

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link above.

Planning Center | About Us | Client Education Events | Media | News You Can Use | Contact Us | Financial Perspectives E-Newsletter
Client Profile | Central Values | Why Choose Marty Higgins? | Check Your Investment Account | Downloadable Client Forms
Financial Planning | Investment Planning | Estate Planning | Life Insurance | Disability Insurance | Long Term Care
Working With Us | Family Wealth Management Home

Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.