James L. Erb and Associates |
|||||
ContactJim Erb Jr CLU®, ChFC®, CASL, CFP®
|
|||||
 |
 |
Sign Up for My E-mail Newsletter
Stay informed on the latest financial security news you can use to help guide your future.
Refer a Friend
Do you know someone who might share your concerns about financial security? Please take a moment to introduce me.
Plan Now for Your FutureFinancial 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. The Optimism Barometer The Optimism Barometer is a quick and easy online quiz which allows people to test their level of optimism and discover how they compare to the rest of the population. This is a fun way for people to take a closer look at their own attitudes and see how they stack up against others. Long-Term Care Study The Northwestern Long Term Care Insurance Company recently released a Long-Term Care cost of care study. To review the full study, please click here www.northwesterncostofltc.com/
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: An Employee Benefits Package with Real Value Disability and the Small Business Owner In the NewsNorthwestern Mutual Is 'America's Most Admired' for a 25th Year Northwestern Mutual Expects 2008 Dividends to Exceed $5 Billion
Click The Children´s Guide to visit the site. 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. Managing Your Money In A DownturnNorthwestern 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). |
|
Children´s Guide to Handling Money Wisely © 2009 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 - (414) 271-1444.
Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.
James L. Erb and Associates is a marketing name for James L Erb Jr and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), including its subsidiaries and affiliates, nor is it a legal partnership or entity. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of NM and its subsidiaries and affiliates. James L Erb Jr is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is an Insurance Agent of NM (life insurance, annuities and disability income insurance), and Northwestern Long Term Care Insurance Company (NLTC), a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 1511 N West Shore Blvd Ste 500, Tampa, FL 33607-4595, 813-875-2005, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC. NM and The Teague Financial Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.
Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
James L Erb Jr is primarily licensed in Florida and may be licensed in other states.
CA License: #0C94644
AR License: #226188
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.