The company compares the head of the family to a corporation where the CFO handles the financial affairs while the business runs its daily operations.
(prHWY.com) February 13, 2013 - Marlton, NJ -- Marlton, New Jersey (January 17, 2013) - Family Wealth Management is offering their services to families who need a
financial planner in Philadelphia. They focus on providing financial planning, estate planning, insurance, and other wealth management services for the welfare of the family.
The company compares the head of the family to a corporation where the CFO handles the financial affairs while the business runs its daily operations. The wealth management service acts as the clients' personal CFO with expertise in organizing their financial planning and wealth management so they can live their daily lives without having to worry about their money situation.
The company has come up with effective Social Security Retirement Claiming Strategies for those faced with a potential three-decade retirement. It makes the most out of the government mandated contributions to a personal insurance program. This service is ideal for retirees and people within five years of retirement, suddenly single, financially independent women, such as widows and divorcees, entrepreneurs and executives.
The program assists in the individual's change of focus from return on investment to reliability of income. It stresses the importance of designing comprehensive retirement income plans, managing downside risk, and determining the best time to start drawing Social Security.
Family Wealth Management has its own financial planning system called the WealthCare Process.
A Philadelphia financial advisor organizes the clients' affairs and investments and targets them towards their own goals and visions. The company is giving a series of monthly Lunch 'n' Learn workshops starting in February . You may register for these events by calling Danielle @ 856-988-7722.
For more information about Marty and to learn how Family Wealth Management may be the right choice for you, your family or business, visit:
http://www.familywealthadvisory.com
About Family Wealth Management
The company aims to extend its financial advice, long term care planning and wealth management services to Mt. Laurel, Moorestown, Medford, Cherry Hill, Voorhees, Haddonfield, Marlton, Southern New Jersey and the Greater Philadelphia area. Their office is located at 9000 Lincoln Drive East, Suite 300A in Marlton, New Jersey.
Securities offered through Mutual of Omaha Investor Services, Inc. Member
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www.sipc.org
Financial Advisors offer advisory services through Mutual of Omaha Investor Services, Inc. Family Wealth Management is not affiliated with Mutual of Omaha Investor Services, Inc.
Mutual of Omaha Investor Services, Inc. and its Registered Representatives do not provide legal advice. Please consult with a qualified specialist specific to your situation.
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