Doug Erhard, CFP®, ChFC®, CLU®

Wealth Management Advisor

Your Future is Now

In our world today, people often consider doing things on our own, from yard work to investing and everything in between, as we try to make our dollars stretch as far as they can. I can bring valuable insight to the financial planning process because I bring to the table 30 years worth of expertise and hands-on experience.

As clients ask themselves, do I really want to conquer this on my own, they may want to take into consideration the many advantages of partnering with a professional with the life experiences and technical knowledge that i and my team possesses.

From a family perspective, I look into the eyes of my wife and kids every day and realizes how important it is to provide for them now and in the future. Because of this experience, I can connect with clients who also have a family.

As your Wealth Management Advisor, my team and I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.


 

Planning Horizon graphic
Discovery: Identify Vision & Goals
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision and goals to gain clarity around the current planning gaps.
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Creative Solutions: Think about the Solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
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Strategy Deployment: Implement the Solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close the planning gaps necessary to accomplishing the goals.
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Results Management: Sustain the Results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing the confidence the plan will work over time.
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Copyright 2015 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 the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

 

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