We believe it's important to challenge the status quo, to approach planning differently~ Our fee-based firm offers personal wealth management services, including investment management and comprehensive financial planning, retirement services for individuals and businesses and specialized services such as social security income planning, long term care strategies, and tax planning. In addition to specializing in serving business owners, the firm has long focused on holistic planning and is dedicated to creating customized financial strategies designed to help individuals to protect their wealth while maximizing retirement income.  We take great pride in our unique process and service because we care deeply about our clients.  Our belief guides everything we do for, and with, our clients.


National Ethics Association

National Ethics Association

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

Learn more
BBB Accredited Business ~ Please Leave Us A Review&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; (link)&#160;&#160;<a href="https://www.bbb.org/wisconsin/review/1000025521/" target="_blank" rel="noopener">https://www.bbb.org/wisconsin/review/1000025521/</a>

BBB Accredited Business ~ Please Leave Us A Review                    (link)  https://www.bbb.org/wisconsin/review/1000025521/

Our A+ rating with the Better Business Bureau displays our trustworthiness and our commitment to satisfying the needs of our clients.

Learn more
IARFC Member

IARFC Member

As a member of the International Association of Registered Financial Consultants, we are trained to help our clients wisely "spend, save, invest, insure and plan for the future to achieve financial independence and peace of mind."

Learn more
Infinite Resources&#160; ~&#160; &#160; &#160; &#160; &#160; &#160;U.S. News &#38; World Report&#8217;s 2020 credit card guide (link)&#160;<a href="https://creditcards.usnews.com/#creditScore" target="_blank" rel="noopener">What is My Credit Score?</a>

Infinite Resources  ~           U.S. News & World Report’s 2020 credit card guide (link) What is My Credit Score?

Want to learn more about retirement, social security, or estate strategies? 

Learn more

 What's the Latest Update from AERIE? 

OUR Featured SPOTLIGHT ON PROFESSIONALS

…a word from our latest featured professional, Attorney-at-Law David Kowalski

NEWLY FEATURING:  Kowalski Family Law

Dave says: 

David Kowalski started Kowalski Family Law in 2013 after working several years in Madison family law firms. Since then, the firm has expanded to seven members. Our lawyers handle every area of family law including:

  1. Divorce
  2. Paternity
  3. Child custody/placement
  4. Grandparent/non-parent visitation
  5. Child support
  6. Guardianship
  7. Termination of parental rights
  8. Restraining orders

Our lawyers work mostly in Dane, Sauk, Rock, and Columbia counties, but we handle cases throughout the state as needed. Due to the limited number of available lawyers in smaller counties, we are happy to expand our work area and represent clients before any court in the state.

We are also proud of our commitment to diversity, both in our employees and clients. We firmly believe that our employees and our practice benefit from different viewpoints and from keeping doors open for persons of any background to enter the legal field. We also want our clients to benefit from lawyers and staff who make them feel comfortable, heard, and important.

What else sets our firm apart? Every law firm website states some version of “clients come first” or “focused on results.” While those slogans sound comforting, what do they really mean? Of course, clients come first. Any business that did not follow that rule would not last long. Of course, the firm focuses on results. What is the alternative? No law firm can guarantee any specific result because the ruling is left up to the judge. At Kowalski Family Law, our lawyers focus on putting you, the client, in the best position to achieve your goals.  

This process starts with the first consultation, when we listen to your concerns and your desired outcome. Client goals are what drives the entire case. Of course, our lawyers must fit your goals into what the law allows, and we will discuss those options with you. But to truly obtain a desired outcome, we first have to understand the importance of that outcome.

After establishing client goals, we prepare a case plan. A case plan is vital; it is the story that we use to shape the “how” and “why” of each family case. Your family is different than any other. Of course, every family has similarities, but a family dynamic is a complex mix of mental, emotional, and physical feelings and events over many years. It is not possible to give evidence about every issue arising in a marriage, but we can focus on certain themes that give the judge a clear picture of the family dynamic, and why your position on child custody, support, or asset division makes the most sense.

Keeping focus on the case plan also helps gather and highlight evidence that supports it, rather than use a “shotgun” approach to evidence. In our experience, it is rarely effective to submit all possible evidence in the hope that something works. Rather, each piece of evidence and testimony supports the desired outcome and the case plan. Not only is it easier for the judge to follow, it is also easier for you, the client, since you will have a clear understanding of why you are testifying.

Hiring a lawyer is a major decision. We feel that you will get the best representation, for a fair price, at Kowalski Family Law, to ensure your family’s well-being. Call us for a free consultation at 608-709-5000 and look for online at www.kowalskifamilylaw.com.  

We thank Dave for sharing more about his company!  This has been a notable way that AERIE builds strong teams for our clients!

PLEASE WATCH FOR OUR NEXT SPOTLIGHT FEATURE ON VALUED PROFESSIONALS WE WORK WITH ON BEHALF OF OUR CLIENTS!

Meet Our Team

Isaak Allen

Isaak Allen

Special Project Consultant

Jennifer Tryzna

Jennifer Tryzna

Business Consultant


Our fee-based firm offers personal wealth management services, including investment management and comprehensive financial planning, retirement services for individuals and businesses and specialized services such as social security income planning, long term care strategies, and tax planning. In addition to specializing in serving business owners, the firm has long focused on holistic planning and is dedicated to creating customized financial strategies designed to help individuals to protect their wealth while maximizing retirement income.

Everything we do at AERIE is about challenging the status quo~ We believe in thinking differently!

  • As an independent financial firm- We are passionate about changing your experience of retirement income planning, estate and trust planning, custom wealth services, and full-circle financial planning
  • As the founder- I believe everyone has the right to excellent advice and help when it comes to preserving their financial legacy and future
  • Since inception, AERIE has been on a mission to change the way you think and feel about your wealth building process
  • Transparency & Trust are the way we develop lasting relationships with our clients

You will realize these benefits over and over working with us!

How Do We Help?

LISTEN. UNDERSTAND. EDUCATE. ANALYZE. ADVISE. PRESERVE. GROW.

  • Dedicated to assisting with retirement strategies of all types
    • 401(k)s, Roth IRAs, Long Term Care, Tax Planning, & Social Security, Income planning, Estate Financial Planning;
  • Coordinating retirement accounts with other assets to:
    • Increase growth and preserve wealth
    • Facilitate tax-efficient transfers of wealth to next generations
  • Tax-efficient strategies for business owners and executives for retirement investing

WHAT SETS AERIE AND LAURIE APART FROM THE POOL FINANCIAL ADVISORS OUT THERE?

  • Unique set of qualifications and education
    • M.A., Ph.D., AIF, & RFC
    • Securities Licensed Series 6, 63 & 65
    • Life, Accident & Health Insurance Licences, Long-Term Care 
  • Locally owned with no big-company interests to fulfill
    • Able to offer an impressive variety of products and services
  • Client specialization
    • Baby Boomers, business owners, women, seniors

Laurie’s true uniqueness comes with her compassion. In addition to regularly mentoring interns since founding her practice, Laurie donates her time and resources by teaching and hosting seminars on multiple financial topics throughout the year. Combining this compassion with her education, experience, and Midwestern values, AERIE assists clients and businesses with developing their own plans for success in retirement. This process starts by simply assessing your current situation and identifying your goals, without sales pressure or product-hype. The advice you receive will increase your opportunities while mitigating risks.

As your Independent Advisor, We want to make a positive difference in your life by helping you make informed decisions about your money so that you can pursue your goals, avoid costly mistakes, and fulfill personal values. Let’s start today!

EXPERIENCE THE AERIE DIFFERENCE ~


Words of Wisdom

"Your Financial Future

~ Your Life's Legacy."

Make Smart Choices with your Madison Business

Make Smart Choices with your Madison Business

Find my book, Make Smart Choices with your Madison Business on Amazon today! Make Smart Choices with your Madison Business is filled with valuable insights from business owners and other professionals in Madison. So check it out and enjoy their stories, their knowledge, and their passion in these interviews.

Learn more
Educational Seminars Regularly Offered:

Educational Seminars Regularly Offered:

Retirement Basics for Everyone
Investment Fundamentals
Social Security and How to Optimize Your Benefit

Estate Planning and Your Finances
How Secure is Your Nest Egg In The New Retirement?
Retirement Essentials for Women
Your Retirement $ Are Not Stuck For Life
Girl$ Just Want To Have Fund$

Conference Teaching:
Smart Money Women Conference 2014, Madison WI

Regular Presentations at UW-Madison, area Assisted Living and Independent Living Communities, Madison Area Libraries, Dane Co area Senior Centers.

Please Contact Us to plan your next Educational Financial Seminar! (608-831-1117)

Have a Question?

Thank you!
Oops!
AERIE Preferred Financial Group BBB Business Review