Broker Check

2311 East Stadium Boulevard
Suite 202
Ann Arbor, MI 48104

Nadine Burns

(734) 330-2266

 
Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times

WELCOME TO A NEW PATH FINANCIAL

At New Path Financial we try to be the financial planning firm that helps you navigate your way through your own financial life path.  We work with you to create your map of goals and dreams, help figure out what can get in the way, make recommendations on what to bring with you along the way, and help you organize your financial life so it works when you need it to.

A New Path Financial is Ann Arbor's preeminent investment advisor and A Certified Financial Planning® Professional firm.  No matter where you are on your life's path, or what has happened in your past, A New Path Financial can help you establish, implement and monitor your financial life, so you can enjoy your personal life, knowing you are on your way.

We Offer Personalized Plans to Match Your Needs.

One-size fits all policies are best left to vacation bike helmets. At A New Path Financial, we focus on tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

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WHAT WE DO

FINANCIAL PLANNING

It all starts with a plan.  As a Certified Financial Planner® Professional, we look at all aspects of your financial life to address your goals, dreams and things that can get in the way to create a plan specific for you.

WEALTH STRATEGIES

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

INSURANCE SERVICES

A good defense is the best offense. Let A New Path Financial surround you and your family with leading insurance policies.

EMPLOYEE BENEFIT PROGRAM

Managing your company’s 401k program can seem complicated, but A New Path Financial will make it easy. Our time-tested benefit strategies will leave your employees in good standing. 

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We Offer Personalized Plans to Match Your Needs.

OUR SERVICES

Retirement Planning

Enjoy the fruits of your labor. A New Path Financial will help plan for your retirement and excite you for what’s to come.

College Planning

Rising education costs require a forward-thinking plan. A New Path Financial can help you prepare for one of life’s biggest investments.

Business Planning

We believe small businesses are the backbone of America. At A New Path Financial, we do our utmost to help your business thrive.

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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