Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. How do you get it all under control? At AERIE Preferred Financial Group, we specialize in investments, insurance and comprehensive financial planning.
- Help clients review, revise, and protect their assets and retirement savings
- Long-term client relationships, multi-generational
- Work with business owners on retirement and business agreements
- Frequent educational seminars, over 20 years teaching experience
- Previous work as professor at UW-Madison in Human Ecology