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 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 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.
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?
Founder, Owner & CEO
Company Mascot and Therapy Consultant
Intern & Undergraduate Student in Finance&Math at UW-Madison
Featured Professional Spotlight
Daniel Purtell, Attorney at Wilson Law Group LLC
Attorney Daniel Purtell is an owner and attorney at Wilson Law Group in Madison. Wilson Law Group is a boutique estate planning firm and focuses exclusively on helping families plan for the eventualities of incapacity, death, and then leaving a Legacy.
Attorney Purtell is licensed to practice law in the State of Wisconsin and admitted to practice in the Western District of Wisconsin. A graduate of the University of Wisconsin-Platteville, Dan earned a BA double degree in Political Science and History with a minor in Business. He also attended Thames Valley University in London, England. He then attended the University of Wisconsin Law School and received a JD degree. Dan is an Estate Planning Law Specialist and Accredited Estate Planner® as certified by the National Association of Estate Planners and Councils and accredited by the American Bar Association. Attorney Purtell is an active member of WealthCounsel, ElderCounsel, the Wisconsin Council of Estate Planning Attorneys (past president), the Madison Estate Council, and the State Bar of Wisconsin (Real Property, Probate and Trust Law Section). He is also committed to his community through involvement as the executive director of a youth lacrosse club and through various charities.
Dan provides educational programs both for the public and professional advisors in the areas of general estate planning, elder law, wealth transfer strategies, planning for young families, and issues relating to farm and business succession. He is the co-author of Your Life, Your Legacy: The Fundamentals of Effective Estate Planning (2009); Your Life, Your Legacy II: Protecting Those You Love (2010); and has written numerous published articles on various estate planning topics. Attorney Purtell holds a “superb” AVVO rating of 10/10. Dan also provides complimentary meetings for individuals, couples and families who want to start the process of creating or updating an estate plan.
To learn more about Dan and Wilson Law Group, please contact Dan at:Phone: 608-833-4001E-Mail:firstname.lastname@example.org Company Site: https://wilsonlawgroup.com/
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.
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.