Mark Neumann

To help clients achieve their objectives, Mark Neumann works to serve as a friend and an advocate.

Life’s complexities leave little room for "standard" approaches, so Mark uses a four-step approach in working with his clients:

• Get to Know You—Before Mark can offer solutions, he needs to get to know you. An initial conversation will focus on your needs—what you want for your family and what you are currently doing.
• Analyze Your Needs—When assessing your needs, Mark will compare your existing financial picture with your future financial goals.
• Identify Solutions—Once Mark has gathered vital information on your present circumstances and needs, together you can determine what you may need to do differently. He will provide a variety of options to help you decide on the best solutions that fit your needs and help you implement the decisions you make.
• Keep in Touch—Because your situation and needs may change, Mark will establish a schedule to stay in touch.

Working in the best interests of his clients is Mark’s business, and he takes this role very seriously. Whether you're concerned for your own financial needs, your family or your business, Mark Neumann can help you find the right answers.

Areas of Interest 

• Life Insurance
• Disability Income
• Mutual Funds
• Annuities
• IRA's