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Helping you achieve Financial Prosperity in Retirement and Beyond. 

Navigating Your Financial Success

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Our Services

We’ll help you plan and save for the retirement you’ve always envisioned, based on your specific goals

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Retirement Planning

You may leave behind a lot of things when you retire, but your tax burden isn’t one of them...

Tax Planning

People tend to minimize the value of Social Security, but Social Security benefits can be much more...

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Social Security

We'll help to ensure you have an effective estate plan in place to help protect your assets and loved ones...

Estate Planning

When it comes to growing your money over the long-term, studies have shown that tax advantage...

IRA Rollover Services

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Investment Services

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Get expert advice from New Millennium Group today.

Secure Your Financial Future

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Helpful Resources

Our financial advisors are uniquely qualified to help you establish ongoing streams of income you can count on well into retirement.

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Guides

Our financial calculators are designed to provide a general overview of what it takes to plan for a successful retirement.

Financial Calculators

Our tax minimization strategies can help you avoid paying any more in taxes than you are legally obligated to.

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<h2 style="white-space:pre-line">Our Process</h2>

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<h2 style="white-space:pre-line">Schedule A No-Obligation 15-Minute Consultation​</h2>
Click below to schedule a free, no-obligation consultation. In one quick meeting or phone call, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.
We’re here to help.

Navigating Your Financial Success

Our Services

Secure Your Financial Future

Helpful Resources

Our Process

Schedule A No-Obligation 15-Minute Consultation​

Schedule A No-Obligation 15-Minute Consultation