Marc Neumann is the co-founder and partner of Lighthouse Planning Consultants, a practice that focuses on assisting clients in every aspect of their financial lives. As a financial advisor since 1993, Marc strives to educate and assist clients to make the best financial decisions based on his 19 years of planning experience and continuing education.Through Lighthouse Planning Consultants, Marc's organization specializes in estate, business succession planning, and investment planning for business owners, professionals, senior level executives, and retirees. Marc's philosophy is a hands-on approach, helping individuals as a coordinator or liaison in working with their accountants, attorneys, and other advisors to implement the latest strategies for future growth. "I can't stress the importance of having a sound, diversified financial strategy and that's the service I bring to my customers."It was that determination that has made Marc a frequent speaker on business succession, estate, investment, and retirement planning, and to become a national speaker to peers on financial planning techniques and investments along with securing him a board membership with the Resource Group, a prestigious, internal invitation-only nationwide network that includes the top financial advisors at Osaic FA.Marc is a graduate of Rutgers University with a degree in Economics and Finance and holds the Chartered Financial Consultant designation from the American College. Before joining Lighthouse Planning Consultants, Marc was an analyst for Tropicana Casino in Atlantic City, New Jersey.The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. A fee of $600 was paid for the promotion of this award in the Philadelphia Magazine. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Retirement, and 24 others.
