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.
WHAT WE DO
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.
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.
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.
We Offer Personalized Plans to Match Your Needs.
Enjoy the fruits of your labor. A New Path Financial will help plan for your retirement and excite you for what’s to come.
Rising education costs require a forward-thinking plan. A New Path Financial can help you prepare for one of life’s biggest investments.
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."
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Good employee health can be great for the company’s bottom line.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding how capital gains are taxed may help you refine your investment strategies.
Five phases to changing unhealthy behaviors.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here is a quick history of the Federal Reserve and an overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.
Learn how to harness the power of compound interest for your investments.