Trying to plan for financial independence that lasts for the rest of your life can appear intimidating. With so much uncertainty and change in today's fast-paced markets, it's hard to know what the world will look like in five, ten or twenty years. We can help you decipher your longterm financial needs and personal goals, then create a plan to help put you on track to getting there.
Retirees don't plan to fail; they fail to plan. You need a retirement plan that help protects your savings, ensures a predictable income stream for life, participates in market gains while managing the risk of market downturns, stays hedged against inflation and tax-efficient strategies. Our team of financial professionals, led by Derek Overstreet, truly cares about helping you make your financial dreams come true.
Retirees don't plan to fail; they fail to plan. You need a retirement plan that help protects your savings, ensures a predictable income stream for life, participates in market gains while managing the risk of market downturns, stays hedged against inflation and tax-efficient strategies. Our team of financial professionals, led by Derek Overstreet, truly cares about helping you make your financial dreams come true.
Services
Most of our clients come to us because they are concerned about their financial future and want the feeling of increased financial confidence. Our goal is to work with you to help you meet your goals. Through the years, we've found that the best way to work towards this is by providing passionate and comprehensive wealth management services to each client.
Get your customized Social Security Optimization Report. Sign up today for an in-office appointment or over the phone appointment and get what you deserve! It's easy, fast, and at no cost to you. It's the moment we've all been working and planning for since the day we opened up our first savings accounts: retirement!
At New Millennium Group, we contribute our financial and professional insights to well-known publications on topics that matter to you. Derek's most recent article, Insecure About Social Security? Use a Roth IRA Now to Maximize Benefits Later, was recently published on Kiplinger. The article discusses strategies to avoid taxes on RMDs and maximize Social Security benefits.
At New Millennium Group we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities. Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies.
Reviews (9)
Bryan Gambles
May 02, 2021
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Marza Cardon
Apr 15, 2021
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Mark Hammond
Apr 14, 2021
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I have been with New Millennium for over two years now. I'm not one of Derik's biggest clients, however I'm treated like one the biggest one's they have. I love the one on one personal touch I get. My account is actively watched every day. No other group that I have been with has done that. Thank you Derik and your group for taking such good care of me.
Mark
Mark
Ether
Mar 19, 2021
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I rolled IRA's into New Millennium in 2013, and have been happy with that decision and with what New Millennium did with our investments. My wife and I have a nice income from those investments and will have until the death of the last one of us. Furthermore, New Millennium keeps a running spreadsheet on all of our retirement income (e.g., SS and some pensions, and life insurance), and reviews it with us annually. If I should die first, New Millennium will help my wife with any needed financial decisions. All in all, it's nice not have to worry constantly about our finances. We are not rich, but
Maureen Gale
Mar 14, 2021
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Manni thoughtfully walked me through the explanations on questions I had on my account. He even went to an associate expert to get an answer to a bookkeeping question he didn't know. We didn't complete all the necessary decisions yet, due to my own missing information, but I am confident that will be resolved with the next contact. I have a relatively small investment, but it gets equal attention.
Kaiguy
Jan 24, 2021
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I’ve been with Derek and Armand for only a few months and I have a very small amount of funds however they make me feel like a VIP and I am ecstatic to see what the future holds.
They truly care and have my best interest as they are top priority I feel. I highly recommend them to anyone that’s looking to better their financial future!
They truly care and have my best interest as they are top priority I feel. I highly recommend them to anyone that’s looking to better their financial future!
Jody Johnson
Jan 20, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
If you are looking for guidance on your financial wellness and retirement goals, I highly recommend New Millennium Group. They are outstanding in their knowledge and care for their clients. Go take a look, have a visit with them and let them guide you for success of your financial wellness.
If you are looking for guidance on your financial wellness and retirement goals, I highly recommend New Millennium Group. They are outstanding in their knowledge and care for their clients. Go take a look, have a visit with them and let them guide you for success of your financial wellness.
Denise Kelly
Dec 02, 2020
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Lynn Thomas
Jun 12, 2020
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Their staff are all very pleasant, but attention to detail and expertise leaves much to be desired. They spent a lot of time telling me how they were a "Fiduciary" and as such had my best interests at heart. What I found out was that they had their best interests at heart. They moved one of my annuities from a company I had been with for about 5 years and lost me a considerable sum with the penalties I had to absorb for early termination. They never would tell me in advance what they were doing and why. When they transferred a hefty chunk of money to a Roth IRA from my standard IRA they incurred
