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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 and legacy 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 preserve 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.  

We never deviate from our Philosophy ~ our process enables us to work with multigenerational families and continue to grow, working with a special group of clients who best fit our services.


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.

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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.

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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."

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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? 

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Meet Our Team

"Prince" Poodle

"Prince" Poodle

Company Mascot and Therapy Consultant

Charles Pingry

Charles Pingry

Intern & Undergraduate Student in Personal Finance at UW-Madison

Hunter Beaudry

Hunter Beaudry

Intern & Undergraduate Student in Economics at UW-Madison

Jennifer Tryzna

Jennifer Tryzna

Business Consultant

OUR Featured SPOTLIGHT ON PROFESSIONALS

…a word from our latest featured professional, Peggy Schmudlach, Owner of Living Well Partners LLC. 

  

Peggy Schmudlach is the owner of Living Well Partners LLC, a supportive home care company that assists seniors in living a healthy, independent, and meaningful life in whatever place they call home. After volunteering and working in nursing homes in her teen and young adult years and loving it, Peggy knew then it was her calling and desire to work long term with the senior population. Obtaining a Bachelor of Social Work degree from the University of Wisconsin–Eau Claire allowed her to live out her calling in a professional capacity serving seniors and adults with disabilities in the Madison area for the last 37 years. Peggy has also attained the credential of Certified Dementia Practitioner.

Throughout Peggy’s career, her focus and passion has always been to provide compassionate and individualized services to assist her clients in living out their best lives. Most of her career has been spent helping seniors’ transition into their next chapter of life in an independent, assisted living, and memory care setting. 

Peggy has not only experienced this transition from a professional standpoint but also from a personal one when her dad Carl was diagnosed with Alzheimer’s Disease in 2013. For the next five years, she supported both her dad and mom through the stages of this disease assisting them in finding the resources and assistance that would allow them to live as independently as possible with support, dignity, and love.  

Peggy feels blessed to be able to work one on one with her clients and provides the following services:

  • Personal care to include bathing and grooming
  • Medication reminders and assistance
  • Grocery shopping and other errands
  • Meal planning, preparation and serving
  • Light housekeeping/ laundry and linens
  • Transportation and escort to appts
  • Companionship and emotional support to both clients and family members
  • Maintain documentation of client care, condition, progress, issues and concerns
  • Observation and good communication of any environmental concerns

To learn more about Living Well Partners, please call or email Peggy at:
Phone: 608-345-2197
E-Mail:livingwellpartnersllc@gmail.com

“Serve one another with love”  Galatians 5:13


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


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 and legacy 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 preserve 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. 

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

WHAT SETS AERIE Preferred Financial Group LLC APART FROM THE POOL FINANCIAL ADVISORS OUT THERE?

Our PROCESS is critical to accomplishing all of the things we value in our relationship with clients and helping them achieve..

We never deviate from our Philosophy ~ our processes enable us to work with multigenerational families and continue to grow, working with a special group of clients who best fit our services.

  • 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
  • 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

As AERIE's founder, 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.

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.

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AERIE Preferred Financial Group BBB Business Review