Jim Erb Jr

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Jim Erb Jr, CLU®, ChFC®, CASL, CFP®
Wealth Management Advisor

See what my clients say about me!

1511 N West Shore Blvd
Ste 500
Tampa, FL 33607-4595

Phone: 813-353-1355

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Erb Family Awards Scholarship

Plant High principal, Rob Nelson, congratulates Kevin Beckwith on winning the 2010 Erb Family Scholarship. Each year the Erb Family awards a scholarship to a Plant High Senior.

 

Kevin was chosen for this year's scholarship because of his commitment to making a difference. Kevin has committed to playing football as a wide receiver at Mount Union College in Ohio. From his freshman year to his senior year in high school Kevin realized that the status quo would not get him to college. He turned his grades around and has been a leader on the 2010 State Champion Plant High Panthers football team. Both his mom and his dad are especially proud of their son going to college at Mount Union.

In addition to Kevin's scholarship, The Erb Family Scholarship was awarded again to last year's award winner Steven Haigler. Steven is studying engineering at the University of Florida.

Plan Now for Your Future 

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

To help clients achieve their objectives, Jim Erb works to serve as a friend and an advocate. Life’s complexities leave little room for "standard" approaches, so Jim uses a four-step approach in working with his clients:

 

Jim Erb's planning process is unique –  he starts at a different plane than other advisors.  He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals. 

Then he focuses on the issues below the horizon – Strategies, Tactics and Tools. 

By staying above the horizon and gaining clarity around your goals, Jim can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of his clients is Jim's business, and he takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, Jim Erb can help you find the right answers. 

For the Small Business Owner

Because small business owners face different tests everyday, Jim enjoys the opportunity to provide value. He specializes in creating business succession solutions that lead to sound conclusions.

Jim Erb recommends these articles for business owners to help improve your business:

In the News

 Northwestern Mutual Long Term Care Cost of Care - Florida

What is Long-Term Care?

To learn more about Long-Term Care insurance and how it can protect you and your family, watch an educational video, Take Charge of Your Future

 

The Mint Children´s Guide to Handling Money Wisely 
Jim Erb would like to introduce you to a website sponsored by Northwestern Mutual that is designed for a very important group of people in our lives….our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future!

Click The Children´s Guide to visit the site.

Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

Listen to Steve Forbes' Exclusive Commentary

In part one, Forbes talks inflation risk and in part two he explains how we should deal with the growing government debt.

Part One – Inflation Risk

Part Two – Government Debt

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

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

Lessons from the U.S. Open

It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board.

View Scorecard

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).

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.