Guiding your financial journey with expertise and trust
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 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."
As your Fiduciary Financial Partner, we specialize in holistic wealth planning. Our Total Care Process and customized strategies aim to preserve wealth, maximize retirement income, and offer comprehensive financial services for individuals and businesses. From wealth and investment management to retirement planning, including specialized services like social security planning, long-term care, tax strategies, and legacy planning, our fee-based and flat-fee options cater to your unique needs.
Would you like a thorough review of your investment plan to ensure all elements are properly examined and working cohesively? Click below to send us a message.
AERIE Preferred Financial Group LLC.
Director, Wealth Management & Tax Strategy