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2311 East Stadium Boulevard
Suite 202
Ann Arbor, MI 48104

(734) 330-2266

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

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."

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Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Tax preparation may be the perfect time to give the household budget a check-up.

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In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Orchestrating Your Retirement Accounts

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What Is an Annuity?

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

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

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Cash Flow?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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