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Welcome to

AERIE Preferred Financial Group

A Wealth of Knowledge and Services

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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What is most important to you?  How do you spend your time? How will you stay healthy?  How do you want to be remembered?  How much will you need to maintain the lifestyle you want? Who is most important to you?  This is a sampling of what we help our clients to determine and what the next steps are to achieve your dreams and financial health and wellness.  We get to know you, and that's important to us, because we are fully engaged in our clients' success!

We believe it's important to challenge the status quo, to approach planning differently~ Our fee-based and flat-fee firm offers personal and business 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 strategies for long term health care needs, the firm has long focused on holistic planning and is dedicated to creating customized financial and life 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 mission guides everything we do for, and with, our clients. 

We never deviate from our mission, to serve our clients' needs of wealth management, risk management, tax strategy, and legacy planning with integrity and stellar stewardship ~ the AERIE Total Care 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 know we can't be all things to all people, but we do strive to be everything to those who become our clients.


Check our Calendar to Get Started! 

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.

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BBB Accredited Business

BBB Accredited Business

Our A+ rating with the Better Business Bureau displays our trustworthiness and our commitment to satisfying the needs of our clients.

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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."

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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? 

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RESOURCE FOR YOU: A Guide to Social Security for Seniors

Meet Our Team

Laurie Ellis-McLeod, Ph. D., RFC

Laurie Ellis-McLeod, Ph. D., RFC

Founder, Owner & CEO

Jennifer Tryzna

Jennifer Tryzna

Business Consultant

"Prince" Poodle

"Prince" Poodle

Company Mascot and Therapy Consultant

Grace Kostreva

Grace Kostreva

Intern & Undergraduate Student in Personal Finance at UW-Madison

Jason Li

Jason Li

Intern & Undergraduate Student in Finance at UW-Madison

Featured Professional Spotlight -- Jennifer L. Amundsen

    


Jennifer L Amundsen is principal of Amundsen Law Firm, LLC. Amundsen Law Firm, LLC is a woman-owned law firm located in Wisconsin and serving clients all over the United States and the world. To take your SME or creative project to the next level, you need experienced counsel who can help you identify and navigate the relevant legal challenges. Jennifer focuses on issues relating to intellectual property, information technology, privacy/data protection, and contracts, with broad experience across a variety of industries. Whether your questions relate to a new creative project or you need outsourced general counsel for your SME, Jennifer provides creative, flexible solutions to your legal challenges, so you can confidently focus on the business issues or creative work at hand.

Contact Jennifer for more information:

Email: jla@amundsenlaw.com

Phone: 608-515-8370

Website: amundsenlaw.com

You can also follow her personal and company pages on LinkedIn

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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.

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)

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AERIE Preferred Financial Group BBB Business Review