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,  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

Founder/Principal Advocate

Patient Care Partners LLC

608.445.5431

debby@patientcarepartners.org

www.patientcarepartners.org


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

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.

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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