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 in addition to your Financial Ecology. How do you get it all under control? At AERIE Preferred Financial Group, our process is what sets us apart. Our services include investments, insurance, tax strategy and comprehensive financial planning. Securities and Advisory Services offered through Harbour Investments, Inc. Member SIPC.
- Help clients review, revise, and preserve 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