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 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 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?
OUR Featured SPOTLIGHT ON PROFESSIONALS
…a word from our latest featured professional, Attorney-at-Law David Kowalski
NEWLY FEATURING: Kowalski Family Law
David Kowalski started Kowalski Family Law in 2013 after working several years in Madison family law firms. Since then, the firm has expanded to seven members. Our lawyers handle every area of family law including:
Our lawyers work mostly in Dane, Sauk, Rock, and Columbia counties, but we handle cases throughout the state as needed. Due to the limited number of available lawyers in smaller counties, we are happy to expand our work area and represent clients before any court in the state.
We are also proud of our commitment to diversity, both in our employees and clients. We firmly believe that our employees and our practice benefit from different viewpoints and from keeping doors open for persons of any background to enter the legal field. We also want our clients to benefit from lawyers and staff who make them feel comfortable, heard, and important.
What else sets our firm apart? Every law firm website states some version of “clients come first” or “focused on results.” While those slogans sound comforting, what do they really mean? Of course, clients come first. Any business that did not follow that rule would not last long. Of course, the firm focuses on results. What is the alternative? No law firm can guarantee any specific result because the ruling is left up to the judge. At Kowalski Family Law, our lawyers focus on putting you, the client, in the best position to achieve your goals.
This process starts with the first consultation, when we listen to your concerns and your desired outcome. Client goals are what drives the entire case. Of course, our lawyers must fit your goals into what the law allows, and we will discuss those options with you. But to truly obtain a desired outcome, we first have to understand the importance of that outcome.
After establishing client goals, we prepare a case plan. A case plan is vital; it is the story that we use to shape the “how” and “why” of each family case. Your family is different than any other. Of course, every family has similarities, but a family dynamic is a complex mix of mental, emotional, and physical feelings and events over many years. It is not possible to give evidence about every issue arising in a marriage, but we can focus on certain themes that give the judge a clear picture of the family dynamic, and why your position on child custody, support, or asset division makes the most sense.
Keeping focus on the case plan also helps gather and highlight evidence that supports it, rather than use a “shotgun” approach to evidence. In our experience, it is rarely effective to submit all possible evidence in the hope that something works. Rather, each piece of evidence and testimony supports the desired outcome and the case plan. Not only is it easier for the judge to follow, it is also easier for you, the client, since you will have a clear understanding of why you are testifying.
Hiring a lawyer is a major decision. We feel that you will get the best representation, for a fair price, at Kowalski Family Law, to ensure your family’s well-being. Call us for a free consultation at 608-709-5000 and look for online at www.kowalskifamilylaw.com.
We thank Dave for sharing more about his company! 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!
Meet Our Team
Founder, Owner & CEO
Special Project Consultant
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.