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.
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 affect you and your family, watch this real life story about the realities of long-term care.  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.
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