Brittany Goodwillie, CFP® Autumn Financial Advisors, LLC
- 340 N. Main Street Suite 207 , Plymouth, MI 48170
- (248) 716-8307
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!
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.
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?
On January 1st 2020, the SECURE Act, or the Setting Every Community Up For Retirement Enhancement Act of 2019, will become effective. There are many provisions of the new law. This blog post will cover a brief summary of provisions that are most likely to have a financial planning impact.
- Established Professionals
- Gen X
- Investment Planning & Management
- Retirement Planning
Ways Advisor Charges
- Assets Under Management
- Hourly Fee: Varies
- Initial Plan Fee: Varies
- AUM: 1.25% on the first $500,000 (We charge a quarterly fee of $375, offset by any investment management fees paid. Clients with $120,000 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.