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."
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that are important to keep in mind.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Five phases to changing unhealthy behaviors.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
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
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.