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!
According to the Social Security Administration, just this year about 64 million Americans will be paid over one trillion dollars in Social Security benefits. When to start claiming your retirement Social Security benefits is one of the many complex financial decisions you will need to make. Long before figuring out when to claim your benefits, it’s helpful to understand more about how Social Security benefits are earned and calculated.
Finances are complex. Trying to navigate the right actions to take can be difficult when there is contradictory advice everywhere you turn. Searching for the right financial advisor to help can be just as overwhelming. You may have a general idea of what you should be looking for, but may not entirely understand why or how to find the right person for you. As a starting point, here are 3 tips to narrowing your search for a financial advisor.
The IRS requires you to pay tax throughout the year as you earn income. If you are an employee, your employer withholds income tax for you based on your instructions on Form W-4. If you are self-employed, you may need to make quarterly estimated tax payments to avoid a penalty at the end of the year. It’s usually a good idea to review your withholding at the beginning of the year or after life changes to avoid any surprises at tax time.
- 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.