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."
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When you’re married and have children, insurance needs will be different.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.