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.

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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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 What's the Latest Update from AERIE? 

OUR Featured SPOTLIGHT ON PROFESSIONALS

…a word from our latest featured professional, 


Moving Forward Wisconsin! 

https://movingforwardwisconsin.com/

 Moving Forward Madison Reviews  

 https://movingforwardwisconsin.com/testimonials 

Moving Forward helps seniors and their families plan, coordinate and organize every detail of their move for a smooth and easy transition. Additionally, we frequently assist individuals who choose to stay in their own homes, but simply require expert organizational skills and solid knowledge of “aging in place” concepts to help them achieve their goal of not moving anywhere, but improving quality of life!

 We work with older adults, non-seniors, and busy professionals in transition and those in divorce situations to organize, sort, pack, downsize, move, take items to donation centers or to family members, remove trash, arrange for profitable disposal of unwanted items through auction, buy-out, consignment or a combination. We will develop a floor plan with our clients for the new space so that they don’t move too much or too little.  Realtors appreciate our services to ready a home for sale in days instead of weeks, where we will also provide cleaning services and do minor repairs.  Families request our assistance on estate clean outs.  We will make a living space safe again if there is a hoarding situation.

With families geographically dispersed and not always able to assist with downsizing or moving, Moving Forward offers services to fit the needs of the client.  The clients and families are relieved and pleased to have the work completed without all the stress and backaches. We have 56 Five Star Goggle Reviews.  Our staff is exceptional. 

We are very happy that AERIE Preferred Financial Group LLC will gladly share our contact information with their clients who may require services that we offer. We appreciate that very much! 

Moving Forward is a proud member of the National Association of Senior Move Managers® (NASMM) and the FIRST Wisconsin company with a NASMM A+ certification. 

We are able to provide long distance moves by working in conjunction with other NASMM certified companies.  

Please contact us!

608-395-1821
8AM-5PM (Mon – Fri)
info@movingforwardmadison.com

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

Logan Piper

Logan Piper

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.

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.

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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)

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AERIE Preferred Financial Group BBB Business Review