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 enjoyed our jobs but wanted to move to Michigan to be closer to our families and decided to start our own firm together.
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.
On a personal note, I enjoy running and most outdoor activities. Erik and I recently got into backpacking and hope to try cross country skiing soon! I love spending time with my family and friends now that I’m back in Michigan.
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 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.
If you are choosing your own health insurance plan, open enrollment typically runs from November 1st to December 15th each year. If you have coverage through your employer, open enrollment can vary based on the company you work for. There are often several factors to consider when choosing a health plan. Here is a guide to some of the decisions you will have to make.
- 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.