Guiding your financial journey with expertise and trust
A Wealth of Knowledge and Services
Investments
Social Security: By the Numbers
The Cycle of Investing
National Ethics Association
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
BBB Accredited Business
Our A+ rating with the Better Business Bureau displays our trustworthiness and our commitment to satisfying the needs of our clients.
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."
AERIE Preferred Financial Group - Client Centered
We create road maps for people so they feel confident and know that they are on track to retire or enjoy their retirement. As your Fiduciary Financial Partner, we specialize in holistic wealth planning. With key steps, we help our clients make sure that things play out the way they want them to during their life and beyond.
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.
Our goal for clients, whether investing, planning, or both, is to feel confident and able to enjoy life and happily spend their time doing the things that matter to them!
Get in Touch
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.
Laurie Ellis-McLeod, Ph. D., RFC
AERIE Preferred Financial Group LLC.
Director, Wealth Management & Tax Strategy