Erben Associates Website

 


Erben Associates is an Austin-based firm focusing on estate planning, business succession, and wealth management for clients who are primarily located in Texas, Georgia, and California.

Client Profile

  • Privately held business owners
  • Corporate executives

High-net-worth individuals




 

  • James B. Erben is an agent licensed to sell insurance through New York Life and may be licensed with  various other independent unaffiliated insurance companies  in the states of TX, CA (Ins. Lic# OB61738) and GA. No insurance business may be conducted outside the state(s) referenced
     
  • James B. Erben is a Registered Representative and offers securities products & services  through  through NYIFE Securities LLC, Member FINRA/SIPC, a registered  broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of TX, CA, and GA.  No offers may be made or accepted from any resident outside the specific state(s) referenced.
     
  • Financial adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.  As such, these services are strictly intended for individuals residing in TX, CA and GA. 
  • Erben Associates is not owned or operated by NYLIFE Securities LLC or its affiliates
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Newsletters

Retirement Reality Check

You only get one chance to save for retirement, and if you arrive at retirement’s door without adequate resources, you may have limited options.

Check Your Credit Score

Knowing your credit score and understanding its significance are important because the number can directly affect the interest rates you pay for mortgages, car loans, and credit cards.

The Health-Care Squeeze

The coming health-care squeeze will likely affect most Americans regardless of age, net worth, or health.

Reasons to Roll

An IRA rollover is one way to give you the maximum control over your retirement assets.

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