A lot of people who have retirement savings plans at work through their employer might be associated with a wealth management group that doesn’t help them plan for retirement as an individual with a specific financial situation; they might feel like a number on a page. Moving to New Millennium Group would be a drastic change because Derek Overstreet’s team creates customized comprehensive plans just for you. Because of his company’s philosophy, his clients feel like they are in a much better position than they used to be.
“We always have our clients’ best interests in mind,” says the Director of Operations, Clayton Alexander. “A small percentage of investment firms in the U.S. operate off of fiduciary standards. We happen to belong to that small percentage which means we’re legally obligated to put our clients’ interests ahead of our own.”
WE HAVE HELPED THOUSANDS OF CLIENTS SINCE 1999.
Clayton tells me that Derek has been in the industry since 1987 and has owned New Millennium Group since 1999. “New Millennium Group has helped thousands of clients with retirement planning. We offer comprehensive retirement plans, investment management, life insurance and annuities. We consider ourselves really unique in the fact we don’t work with any specific company. We work for our clients, and we don’t try to fit them into a certain product. We tailor the product to fit our clients’ needs. We work diligently in finding the lowest fees. We work one-on-one with our clients to determine their goals and then we create a plan to get there.”
“Our clients have our cell phone numbers,” says Clayton. “It’s really important to us to be transparent with our clients. Our staff works around the clock to stay in touch with our clients. We want to make sure we make ourselves available to answer any of their questions. We treat our clients like family. We love working with our clients and helping them achieve their financial goals. We’re licensed to advise them in all areas of investment. Our staff truly enjoys what they do. We’re passionate about helping others.”
So, if you’re looking for a retirement planning firm I trust, you could turn to New Millennium Group. We investigated the company and its owner, Derek Overstreet. We dug into their history, their services and looked at the way they treat their clients. As a result, I trust and endorse New Millennium Group and I am proud to stand by them and declare the firm GEPHARDT APPROVED.
– Bill Gephardt