Broker Check

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.

Learn more
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.

Learn more
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."

Learn more
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? 

Learn more

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, Ann Albert, Executive Director at AgeBetter, Inc. 

 









Ann Albert is the Executive Director of AgeBetter, Inc. She has worked in the field of geriatrics for 25 years and is passionate about partnering with older adults to ensure they have the resources and services needed to live healthy, safe, and meaningful lives. Ann is a member and past president of West Madison Rotary and lives in rural Blue Mounds, WI. She holds a Master of Science degree in Rehabilitation Psychology from the University of Wisconsin—Madison.

As Executive Director of AgeBetter, Ann oversees three programs that enhance the lives of older adults living in Dane County:

SAIL—Sharing Active Independent Lives: A vibrant membership program based on the national “Village Model”—seniors banding together to help one another while also drawing from services provided by SAIL’s staff, pre-screened service providers, and suggested professional service providers. All of the services offered by SAIL were created by or inspired by the members themselves along with assistance from the SAIL staff. Members are encouraged to volunteer by helping one another, leading member interest groups, serving in leadership roles with specific teams or on the SAIL Council, and more. To learn more about SAIL, please visit www.sailtoday.org.

Affordable Housing: AgeBetter’s goal is to create a 100-unit senior affordable housing that integrates the SAIL model. We continue to work with our partner Gorman & Co. on completing this important project.

AgeBetter Connect: A new program to provide support to independent living residents at Oakwood Village and Attic Angel Community who may be at risk for isolation and overall decline. AgeBetter Connect matches a resident with an “assistant” who has similar interests and skillsets to help them accomplish specific tasks, continue favorite hobbies, and have regular connection with another person. 

Contact Info:
Phone: 608-230-4445
E-Mail: ann@agebettertoday.org

Website: agebettertoday.org

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.

Learn more
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)

Have a Question?

Thank you!
Oops!
AERIE Preferred Financial Group BBB Business Review