Broker Check

2311 East Stadium Boulevard
Suite 202
Ann Arbor, MI 48104

Nadine Burns

(734) 330-2266

 
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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

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Great Debate Continues: Active vs. Passive

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

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

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

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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