Autumn C. Soltysiak,  CFP<sup>&reg;</sup> - Financial Advisor

Autumn C. Soltysiak, CFP®

Vice President

Hemming&

600 E Front St, Ste 201
Traverse City, MI 49686
FINANCIAL ADVISOR'S WEBSITE
(231) 922-2900 CONNECT WITH Autumn
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General

Autumn Soltysiak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hemming& in Traverse City, MI and the surrounding communities.

Financial Advisor Overview

Financial Planning | Investments | Risk Management | Business Retirement Plans
Together our team works closely with you to uncover opportunities and develop a strategy for each of your specific financial goals. At hemming&, our mission is to help you take advantage of those opportunities by engaging in our process: EMBRACE. A clear understanding of your financial goals EDUCATE. A well-defined road map for achieving those goals EMPOWER. Ongoing advice to help adjust when your needs change

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Financial Advisor Experience

With more than 15 years of investment and planning experience I've helped families and business owners realize and achieve their goals.
EMBRACE. EDUCATE. EMPOWER.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Securiteis and Investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  hemming& is not affiliated with SagePoint Financial, Inc. or registered as a broker dealter or investment advisor.  This communication is intended for individuals residing in the state of MI, VA, CT. http://sagepointfinancial.com/disclosures/socialmedia

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources