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Deborah Purcell, MBA, CFP®, ChSNC®

A New Path Financial

Deborah Purcell, MBA, CFP®, ChSNC®

A New Path Financial

Deborah Purcell, MBA, CFP®, ChSNC®

A New Path Financial

Profession LogoFINANCIAL PLANNER

Deb Purcell partners with her clients in a fiduciary capacity to address concerns and chart a financial path toward their goals. Drawing on her own life experiences, Deb is especially passionate about helping women in transition and families with children who have special needs find confidence, clarity and peace when planning for their futures. Her specialties include:

 - Retirement planning

- Special needs planning 

 - Education funding

 - Loss of a spouse

 - Effective charitable giving

Deb is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Special Needs Consultant™. She earned her MBA and a BA in Economics, both from The University of Michigan. She holds FINRA licenses Series 7 and Series 66, along with her state Life, Accident & Health, Long Term Care insurance and Variable Annuities licenses.

Deb is an avid traveler with a special interest in foreign exchange, cooking and yoga.  She and her husband Joe have raised two sons and are long-time Ann Arbor residents.

Firm Description

At A New Path Financial our advisors help you navigate your unique financial life path. We work with you to map your goals and dreams, spot potential obstacles, make recommendations about what to have in your financial backpack, and help you organize your financial life. Our advisors have personal focus areas and bring advanced knowledge to complex topics. When it comes to Special Needs, Deb Purcell CFP® and ChSNC® brings her passion and knowledge to the table to help families plan for the inevitable transitions that accompany parent aging and their eventual need to step back as primary caregivers. This means planning for their own retirement and potential healthcare needs as well as for their children who will require support. She employs a patient and thoughtful approach to make the overwhelming process manageable.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 3:00 PM

Cost

What Is a Special Needs Planner?

Main Office

3003 Washtenaw Avenue, Suite 4
Ann Arbor, MI 48104

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts