The further you go in your financial life, the more complex it becomes. That's why you need a partner who can help you plot a course. The Edelman Financial Engines office in Ann Arbor is here for you, serving the areas of Ann Arbor, Howell/Brighton, Jackson and Ypsilanti. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
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.
Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.
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Oliver Financial Planning, located in Ann Arbor, Michigan, we believe that financial advice is best given in an environment free from conflicts of interest. As Fee-Only financial planners, we do not sell products such as mutual funds or insurance or accept commissions from the sales of those products, nor do we require account minimums. This philosophy allows us to work independently, objectively and solely in your best interest.We take pride in providing hourly, as-needed financial planning and advice to people from all walks of life. Whether you need a second opinion on a particular financial decision or would like professional guidance in reaching all of your financial goals, we are here to help.Call us or book on-line today to schedule a meeting. Our Get Acquainted Meetings are complimentary and the first step in getting to know you and finding out how we can best meet your financial planning needs.
