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 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 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 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.
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?
Meet Our Team
Founder, Owner & CEO
Company Mascot and Therapy Consultant
Intern & Undergraduate Student in Personal Finance at UW-Madison
Intern & Undergraduate Student in Economics 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.
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.
You will realize these benefits over and over working with us!
How Do We Help?
LISTEN. UNDERSTAND. EDUCATE. ANALYZE. ADVISE. PRESERVE. GROW.
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 ~
"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.
OUR Featured SPOTLIGHT ON PROFESSIONALS
…a word from our latest featured professional, Attorney-at-Law Dera L. Johnsen-Tracy
NEWLY FEATURING: Dera L. Johnsen-Tracy
Attorney Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen SC. Dera is a 2008 graduate ofMarquette University Law Schooland focuses her legal practice in the areas of estate planning, probate and adult guardianship.
Dera is licensed to practice in Wisconsin. She is an active member of WealthCounsel, a national consortium of estate planning professionals. She is also licensed to practice in the U.S. District Court for both the Western and Eastern Districts of Wisconsin. In furtherance of her passion for helping families plan, she was an active participant in the Wisconsin Wills for Heroes program and the Basic Estate Planning Clinic for Seniors and Veterans for which she was awarded the 2015 Individual Attorney Pro Bono Award by the Dane County Bar Association and for which she was also awarded the 2016 Pro Bono Attorney of the Year Award by the State Bar of Wisconsin. Dera was selected by Super Lawyers to the 2016, 2017, 2018 and 2019 Wisconsin Rising Stars list, which is an exclusive list recognizing no more than 2.5% of attorneys in Wisconsin. In addition, she was selected in 2016 as a member of the Fellows of the Wisconsin Law Foundation, a professional honor also limited to 2.5% of attorneys in Wisconsin.
She is a frequent contributor to Your Family Magazine and to the national AAII Journal, and she has taught a variety of CE classes to financial professionals and CLE seminars to attorneys through PINNACLE (State Bar of Wisconsin's Continuing Legal Education Department) and the National Business Institute (NBI).
Hiring a lawyer is a major decision. We feel that you will get the best representation, for a fair price, with Dera Johnson-Tracy to ensure your family’s well-being. Look for her online athttps://hornjohnsen.com/dera-johnsen/.
Contact Info:Phone: (608) 829-2525E-Mail: email@example.com
We thank Dera for sharing more about her practice! 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!