Northwestern Mutual - James Erb

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

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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. Lifes 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:

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, watchan educational video, Take Charge of Your Future.
Childrens Guide to Handling Money WiselyJim Erbwould 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 Childrens Guide to visit the site.

Northwestern Mutual announced a 2011 payout of nearly 4.9 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Lessons From the World of Golf
For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

Build Your Foundation For Life
See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.
Build Your Foundation

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.

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.
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Northwestern Mutual and Forbes launch the new Fact & Comment page
Forbes 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

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