Jim Erb JR : Northwestern Mutual

Contact

Jim Erb JR CLU^®, ChFC^®, CFP^®
Wealth Management Advisor

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

Phone: 813-353-1355

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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:
Nonqualified Deferred Compensation Plans

An Employee Benefits Package with Real Value

Disability and the Small Business Owner

In the News

Northwestern Mutual Is 'America's Most Admired' for a 25th Year

Northwestern Mutual Expects 2008 Dividends to Exceed $5 Billion

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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Legal Notice | Online Privacy Statement | Customer Privacy Notice

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

CFP Board 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.

James L. Erb and Associates