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
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 approach 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?
1. Laurie presents at the Middleton-Public Library March.19th with attorney Melinda Gustafson Gervasi on things Wisconsinites need to know- Postponed - covid-19.
Event Name: 8 Things Every Wisconsinite Should Know About Estate, Finance, and End-of-life Planning. (Check Middleton Library for more event information!)
1.Investing in a load fund is more expensive, but performance is better than no-load funds over the long term.
2. When do you need to start taking required minimum distributions from Roth IRAs?
a. When you retire
b. At age 70
3. All income from mutual funds is subject to state income tax.
source: kiplinger.com; see answers below
Answers: b-load is a sales charge levied by the fund. Studies have shown that, on average, load funds perform no better than the cheaper no-load funds.
c-Unlike traditional IRAs, which require you to take your first required minimum distribution by April 1 of the year after the year you turn 70 1/2, you never need to take required distributions from Roth IRAs.
b-Some income paid by mutual funds gets a state-income-tax break, just like income from government securities does.
Meet Our Team
Founder, Owner & CEO
Intern & Graduate Student in Accounting at UW-Madison
Special Project Assistant
Intern, UW-Madison, Personal Finance
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.