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!
Whether by volunteering their time or by making charitable contributions to their favorite organizations, many people start to think about helping others around the holidays. If you are looking to give financially, here are a few strategies you can implement to reduce your taxes.
Open enrollment is the time of the year when most employers allow employees to make changes to their workplace benefits. It can be overwhelming when your employer gives you what may seem like thousands of options with limited time to pick the "best" option, whatever that means. Instead of feeling anxious about all of your choices, focus on the big decisions you need to make and work through them one by one.
When you hear that a firm offers “comprehensive financial planning” what exactly does that mean? You likely know that a financial advisor can tell you how much you should be saving for retirement and how best to pay down your debt. You probably know that your advisor will manage your investment accounts and help you decide when to claim Social Security. But do you know how much else a financial advisor can truly help with? Here is a quick overview of some questions you may want to ask your financial advisor.
- College Planning
- Gen X
- Investment Planning & Management
- Young Professionals
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Initial Plan Fee: $500
- AUM: 1.25% on the first $500,000 (We charge a minimum 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.)