Helping you live your best life.

My Mission

We earn our clients trust through thoughtful questioning and careful listening, in order to achieve a successful planning outcome for generations. 

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

This is financial planning. As your CERTIFIED FINANCIAL PLANNER®, Eric Neumann will listen, clarify and help prioritize your goals and aspirations before developing a personalized plan designed to help you achieve your vision for the future.

Eric Neumann can help ensure your financial future is all you want it to be.

Ask him to assist in achieving your secure financial future at (847) 663-7137.

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We're Top Ranked by Forbes

Forbes has recognized Eric Neumann as one of the 2024 top financial security professionals in Illinois. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists.  NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s).  Rankings and recognitions are no guarantee of future investment success.

Click the link below to view the Forbes Best-In-State rankings.

The Challenge and the Solution

We are ordinary people living in extraordinary times, confronted with enormous demands and responsibilities. Often, we face priorities that prevent us from stepping back for a proper look at where we stand relative to where we want to be. Successful people are busy because we have the ability to "hyper-task,” to manage an enormous amount of competing demands. The responsibilities of our professional success can gobble up our time, resulting in neglect of the very reason we work so hard: to enjoy life and provide long term financial security for ourselves and our families.

Eric Neumann's proactive approach employs the use of investment and insurance products to support his clients' business and estate goals. He and his support staff serve a vast array of clientele, from professionals, closely-held businesses, and affluent individuals and families throughout multiple states.  He specializes in working in cooperation with specialists and the clients' professional advisors to offer solutions that help fund their investment, retirement, college education, business succession, executive benefits, and estate preservation goals.

Eric Neumann is dedicated to simplifying the complexities of his clients’ financial concerns. He begins with the end in mind, helping his clients turn vague generalities into meaningful specifics. Using in-depth fact-finding and needs analysis, followed by unique product solutions, Eric and his staff focus on serving each client’s individual financial needs as their lives progress.

 

A Common Vision

Eric Neumann’s clients have four things in common:

  1. They value a relationship with an expert who understands, educates, and supports them; more importantly, he stays in touch as their situations evolve, personally and professionally.
  2. They expect a sensible methodology and process that helps identify and quantify needs, goals, and solutions as well as keeping them on track.
  3. They want to know that there is a dependable support team in place along with specialists and professionals they can call on when needed.
  4. They respect quality and want to employ world-class insurance services and internationally recognized investment products for their financial needs, whether for accumulation of wealth, protection of their family or business interests, or the preservation of their wealth and legacy.

 

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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