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
About Us
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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.
Retirement Solutions
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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!
In The News
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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.
Useful Guides
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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.
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