AERIE Preferred Financial Group
A Wealth of Knowledge and Services
Social Security: By the Numbers
The Cycle of Investing
A New Way to Look at Your Bucket List
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.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
Our A+ rating with the Better Business Bureau displays our trustworthiness and our commitment to satisfying the needs of our clients.
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."
Want to learn more about retirement, social security, or estate strategies?
OUR Featured SPOTLIGHT ON PROFESSIONALS
…a word from our latest featured professional,
NEWLY FEATURING: Amundsen Law Firm LLC.
Jennifer L Amundsen is principal of Amundsen Law Firm, LLC. Amundsen Law Firm, LLC is a woman-owned law firm located in Wisconsin and serving clients all over the United States and the world. To take your SME or creative project to the next level, you need experienced counsel who can help you identify and navigate the relevant legal challenges. Jennifer focuses on issues relating to intellectual property, information technology, privacy/data protection, and contracts, with broad experience across a variety of industries. Whether your questions relate to a new creative project or you need outsourced general counsel for your SME, Jennifer provides creative, flexible solutions to your legal challenges, so you can confidently focus on the business issues or creative work at hand.
Contact Jennifer for more information:
You can also follow her personal and company pages on LinkedIn or follow @amundsenlaw on Twitter.
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
Founder, Owner & CEO
Special Project Consultant
Intern & Undergraduate Student in Personal Finance at UW-Madison
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.
You will realize these benefits over and over working with us!
How Do We Help?
LISTEN. UNDERSTAND. EDUCATE. ANALYZE. ADVISE. PRESERVE. GROW.
WHAT SETS AERIE AND LAURIE APART FROM THE POOL FINANCIAL ADVISORS OUT THERE?
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 ~
"Your Financial Future
~ Your Life's Legacy."
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.
Retirement Basics for EveryoneInvestment FundamentalsSocial Security and How to Optimize Your Benefit
Estate Planning and Your FinancesHow Secure is Your Nest Egg In The New Retirement?Retirement Essentials for WomenYour Retirement $ Are Not Stuck For LifeGirl$ 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.