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 long term financial needs and personal goals, then create a plan to help put you on track to getting there. We take pride in helping you gain confidence in your tomorrow, so you can enjoy financial independence today. Fill out the form to the right, to set up your no obligation, complimentary meeting with us today!



New Millennium Group is a company with years of experience helping to provide our clients and their families work toward financial independence through security, performance and personalized service. Our team of financial professionals, led by Derek Overstreet, truly cares about helping you make your financial dreams come true. We believe in building personal relationships with our clients while helping you understand your financial picture and the strategies that can help you retire successfully. We focus on helping protect you from risk while offering strategies that aim to ensure that you never outlive your money.

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. Call us at (801) 446-9950 or fill out the form located above for your complimentary Retirement Income Planning Guide today!

The 401(k) Unemployment Guide

How to Take Control and Secure Your 401(k) When Leaving Your Job

The coronavirus has caused many companies to furlough and lay off employees. If you have recently lost your job and had a 401(k), there are important financial considerations you should be aware of. Your 401(k) is likely an important part of your retirement plan, so it’s important to know what to do with it after you’ve left your job.

Social Security Guide

Navigating Social Sercurity

The 2020 Version

Retirees will see the largest increase in their Social Security benefits in seven years come January. But the higher cost-of-living adjustment is not the only way the system will change. On average, SS makes up 38% of an individual’s retirement. That’s why it’s important to know the rules of SS and how to use them to your advantage.



NMG Receives The Proudly We Hail Award From The National Exchange Club

Derek Overstreet, founder of New Millennium Group, was recognized by the National Exchange Club with the prestigious Proudly We Hail Award. The Proudly We Hail program encourages regular display of the flag by individuals, commercial establishments and industries.

Click To Read The Full Press Release 

Derek Overstreet Featured in Kiplinger

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. Derek describes how Social Security’s uncertainty may cause retirees angst and anticipation about retirement instead of enjoyment. 

Click To Read The Full Article 

Get Your Customized Social Security Optimization Report

Are you giving your Social Security benefits back to the government unnecessarily? Avoid costly mistakes and find out how you can be prepared to maximize on your Social Security benefits with a customized 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.

Request Your Report!

New Millennium Group, LLC BBB Business Review


Salt Lake City: (801) 446 9950
St. George: (435) 574 5610



Our Location
Sandy Office:

10050 South State Street Sandy, UT 84070

Satellite Location
St George Office:

20 N Main Street Suite 304 St George UT 84770

Disclosure: New Millennium Group is a registered investment advisor located in Utah. New Millennium Group and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which New Millennium Group maintains clients. New Millennium Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. New Millennium Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of New Millennium Group’s web site on the Internet should not be construed by any consumer and/or prospective client as New Millennium Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of New Millennium Group, please contact the SEC, FINRA or the state securities regulators for those states in which New Millennium Group maintains a filing. A copy of New Millennium Group’s current written disclosure statement discussing New Millennium Group’s business operations, service, and fees is available from New Millennium Group upon written request. New Millennium Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to New Millennium Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Certain portions of New Millennium Group’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, New Millennium Group’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. New Millennium Group is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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