Broker Check

Services

Investments

Mutual Funds

Bonds

Common Stock

Educational 529s

Traditional and Rollover IRAsRoth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Annuities

As an independent firm, we do not have proprietary products or quotas.  

Financial Planning

Overall Financial Planning

Retirement Planning

New Relationship Planning

Small Business Planning

Education Planning

Protection Planning

Goal Based Investment Planning and Management

Planning for Families with Special Needs

Financial Planning as a Result of Divorce

Legacy Planning

Planning after the Loss of a Loved One


Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, email nburns@anewpathfinancial.com or call (734) 330-2266. We would welcome the opportunity to speak with you.