Brittany Goodwillie, CFP® Autumn Financial Advisors, LLC

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About Brittany Goodwillie, CFP®

Hi, I’m Brittany. Prior to starting Autumn Financial Advisors, LLC, I worked as a planner at a personal financial planning firm in Maryland where I learned to love helping families reach their goals and earned my CFP® designation. Meanwhile, my husband, Erik Ringo, worked at a global investment management firm where he gained extensive investment experience and earned his Chartered Financial Analyst® (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations. We moved to Michigan where we both grew up to be closer to our families.

Erik and I live in Plymouth with our daughter, Sarah. We love running and backpacking together and spending time up north.

At Autumn Financial Advisors, LLC, we will take the time to explain your finances and empower you to make the best decisions with your money. Having both a dedicated Financial Advisor and Portfolio Manager on our team helps us to give you the personalized attention we believe is important. We are passionate about simplifying your life and would love to see if we can help you in any way.

Visit our website to learn more about our firm, and schedule a call to get to know me personally. We can decide if we would be a good fit, and if not, I’d be happy to refer you to someone who may be. The important thing is for you to find someone you feel comfortable with so you can create a financial plan and invest your assets in a way that will help you reach your goals. Hope to talk to you soon!

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Recently Published

Retirement Plan Options for Business Owners

September 28, 2021

Whether you are self-employed and looking to set up a plan to save for your own retirement or a business owner looking to set up a plan for your employees, there are several options available to you. Which plan makes the most sense for you depends on your business, financial situation, and your current and future goals.

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How Can a Financial Advisor Help With Tax Planning?

August 9, 2021

It is hard to believe that we are over halfway through the year! Many people wait until December to think about year-end tax planning and in many instances, that is too late. Others complete some seemingly innocent tax planning that should have waited until after year-end and creates a headache come tax time.

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How Much Money Should I Keep in My Emergency Fund?

September 1, 2020

It is important to invest your money with the goal of increasing your savings for retirement. On the other hand, having a portion of your money easily accessible is important in case you have an unexpected expense. What is the balance between how much you should invest and how much you should leave uninvested?

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Established Professionals
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: Varies
  • Initial Plan Fee: Varies
  • Assets Under Management: 1.25% on the first $500,000 (We charge a quarterly fee of $1,250, offset by any investment management fees paid. Clients with $400,000 or more in assets we manage will not pay a separate quarterly fee. All financial planning services are included with investment management.)

 

Pricing varies by services offered. Please contact the advisor directly for a full explanation of fee options.

 

 

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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