Mark Neumann, CLU®

Managing Director
Mark Neumann

Office: 262-787-7032

20300 Water Tower Blvd
Ste 200
Brookfield, WI 53045-3594

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Your Future is Now

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.

In addition to Mark's role as a financial representative, Mark Neumann serves as the Managing Director for the Cornerstone Financial Group, a local district network office located in Brookfield, Wisconsin.

To learn more about a career as a financial representative, click here to the Cornerstone Financial Group web site. 

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations Mark Neuman will make those recommendations which he would do for himself and his family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Mark will do his best to help you protect and provide for those people you care about most. He will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.

Areas of Interest 

Northwestern Mutual Financial Network News:

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF). 

 

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations Mark Neuman will make those recommendations which he would do for himself and his family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Mark will do his best to help you protect and provide for those people you care about most. He will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for himself.