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, Debby Deutsch, BCPA
NEWLY FEATURING: Patient Care Partners LLC
Debby Deutsch, shares that Patient Care Partners is a team of experienced professional advocates, including RN's, Social Workers, billing specialists and grief counselors, who work with private clients to navigate healthcare and insurance systems. In essence, we take difficult situations and assist in resolving them to the benefit of the patient. We help give a voice to those who feel like the system is not listening. We help families and caregivers who are exhausted and feel guilty about not meeting all the needs of their loved ones. We help all ages, from the very young to the elderly. We can help with decision challenges due to complex medical situations, housing transitions for seniors, problems with billing and insurance and nursing advocacy.
-DEBBY DEUTSCH, Principal
Debby holds a Graduate Certificate in Consumer Health Advocacy from UW-Madison, and Board Certification from the Patient Advocate Certification Board. She is the Founder/CEO of Patient Care Partners, LLC, a private patient advocacy firm since 2016.
As a Board Certified Patient Advocate, she elaborates: “My team and I work exclusively on behalf of our patients and families,” notes Debby. “We are not part of any healthcare system, health insurer or care facility. As an independent third party, we help patients and families navigate complicated healthcare and insurance networks. We help with medical billing issues, care coordination and patient navigation from a nursing, case management and medical billing advocacy perspective. We bring a collective wealth of experience to our clients in solving complex problems.”
Read about Patient Care Partners in BRAVA Magazine, 2020 The Advocates
Read about what the Wisconsin State Journal had to say about us: Madison-area advocates guide patients through complex health care system
"My family retained Patient Care Partners to assist with long term care facility issues and wrapping up the medical practice after my brother-in law’s death. The three-woman team (Nancy Arnold RN, Carol Wittenberg RN, and Debby Deutsch BCPA) cannot be more highly recommended for their professionalism, empathy, and competence. Not only were they available to ensure care meetings occurred in the facility, but they also conferred with the professionals at the facility and were emotionally supportive to my sister. They assisted my family in understanding what to expect in a long -term care and rehabilitation facility and provided resources to attain the highest attainable care for my brother-in-law. The team builds upon the special skills of each other to deliver competent, accessible, and excellent support. They are a knowledgeable and professional, and absolutely necessary addition to any family members struggling with what to expect in the long- term care system." Linda West Bend, WI
YOU CAN CONTACT or LEARN MORE BELOW:
Board Certified Patient Advocate
Patient Care Partners LLC
We thank Debby Deutsch for sharing more about her 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
Founder, Owner & CEO
Special Project 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.
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.