James L. Erb and Associates

One of our most meaningful and fun projects is the annual Kiwanis Children's Christmas Party we host for needy children. Every October our members put together a list of schools with the largest percentage of underprivileged children to send invitations for the party.

We ask the schools to choose four deserving kids that come to the party, and provide information about the children so our members can be "Santa Claus" and give presents to the kids. Our members volunteer to sponsor a child and fulfill their gift wish; some may even surprise a child with an additional gift. Many of these children do not receive any Christmas gifts, except the ones they get at the Kiwanis Christmas Party.

At the party, the children enjoy lunch with their sponsor and sing Christmas carols before a special guest arrives - Santa Claus! Our members serve as Santa's helpers, distributing the children's gifts. Kids receive their requested gifts, as well as clothing, a bible, a new $5 bill, and fruit and candy in a "goodie bag".

Erb Family Awards Scholarship

Each year the Erb Family awards a scholarship to a Plant High Senior.  Pictured above, Abbey Taub is the 2011 recipient of the Erb Family Scholarship. With a 5.07 weighted GPA, Abbey has been accepted to the University of Florida where she will pursue a degree in marketing and communication. While at Plant, Abbey created a non-profit organization whose goal is to provide home style cooked meals to those in need at Ronald McDonald House and to the homeless.

Abbey joins prior year award winners Steven Haigler, Engineering major at UF and Kevin Beckwith, Sports Medicine at Cal, in receiving their 4 year award.

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. 

Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.

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:

• Nonqualified Deferred Compensation Plans
• An Employee Benefits Package with Real Value
• Disability and the Small Business Owner
• Business Life Cycle and Needs

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. 

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.