Eric Jörg Neumann
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
Eric's Story
1994, in the fall of Junior year (Glenbrook South High School, Glenview, Illinois), 16-year old Eric fell at the doorway of his bedroom, in a massive epileptic seizure. This was the first seizure episode since Eric contracted bacterial meningitis at 6-months old.
Eric had multiple neurosurgeries. Eric had 3 surgeries to implant sensors directly on the brain to map the areas of his brain governing speech, memory recall and more. These procedures were acceptable, as the epileptic seizures had become so problematic Eric could scarcely work. The surgeries were successful.
November 6, 2006, Eric took full disability benefits. He laid off his employees. He didn’t do any work with his Northwestern Mutual practice until later in 2007, when he returned to part-time employment. In early 2008, Eric returned to full-time work and stopped his disability benefits. During the time away from his practice, Eric worked with occupational and physical therapists. He was able to take time to recover completely, with peace of mind, because of the careful planning he’d done.
2008-2010, Doctors refined the medication regimen. Eric has been seizure-free since the neuro-surgeries in 2006. His story is a great success.
What can we take away from Eric’s story?
Most people think they’re invincible. Business owners put in 50+ hours per week, yet they simultaneously believe they can step away and their office will run itself.
This contradictory belief, that they are both essential to the daily operation of their business, and that the business will run itself, is the reason why Eric is blunt with his clients.
His personal story proves that planning for the risk of illness and disability is essential to a comprehensive financial plan. His recovery was greatly helped by knowing his expenses were covered.
Eric wants his story to encourage business owners to create a well-rounded plan to care for their families, and preserve the business they devote themselves to for years.
Personal
Outside of work, Eric enjoys coaching soccer, snowmobiling,
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Designations
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
- Chartered Advisor for Senior Living (CASL®)
- CERTIFIED FINANCIAL PLANNER™ Professional
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
ASSOCIATIONS AND MEMBERSHIPS
- Illinois State Soccer Association
- Epilepsy Foundation of America
- Finseca
Neuroscience Without Boundaries
As the incidence of neurological diseases increases, together, we can make advances to improve brain health. Here’s where your gift can change lives: Top-Tier Care Without Geographic Boundaries: Provide highly coordinated care from internationally renowned experts and increase accessibility of the latest technological advancements in neurology, neurosurgery, psychiatry, and physical medicine and rehabilitation where you live. Clinical Excellence: Build upon our strong legacy of innovation in care for strokes, epilepsy, movement disorders, Alzheimer’s disease, MS, post-traumatic stress disorder, spinal cord injury, brain and spinal tumors, and other conditions. Training the Next Generation of Experts: Propel the future of research.
Center on Halsted
Center on Halsted is the Midwest's most comprehensive community center dedicated to advancing community and securing the health and well-being of the Lesbian, Gay, Bisexual, Transgender and Queer (LGBTQ) people of Chicagoland. Eric and his team and support the organization by cooking youth dinners.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Business Planning
Education Planning & Funding
Multigenerational Planning
Estate Planning
Planning for Special Needs
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
