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."
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What does the Tax Reform and Jobs Act mean for you?
Even if you’re young and single, you should still consider protecting yourself.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This checklist can give you a quick snapshot of how prepared you are.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how to set up your financial goals for success? This knight does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.