Family is important to Derek Overstreet. After spending 10 years in Chicago building a $120 million financial services firm, he left it all to move back to his home state of Utah and spend more time with his family.
Now, as the President of New Millennium in Sandy, Utah, Derek makes your family a priority as well. For more than 28 years he has been helping people with their financial needs, helping ensure they’re able to protect their wealth, achieve more of their retirement income goals, and establish greater financial confidence for their later years.
Derek is passionate about helping people find and understand suitable, income guaranteed* strategies that can help them achieve their financial goals. He believes in empowering his clients with information that brings them more confidence in their financial decision making. It’s the reason he founded New Millennium back in 1999.
New Millennium was founded on the premise that if you provide people with the information to make more sense of their financial situation and the range of products available to move them toward their financial goals, they will make more well-informed decisions for themselves and gain greater confidence in their financial future. Derek has used this philosophy to serve prominent educators, successful business owners, attorneys, and other residents of the local community.
Together with the agents at New Millennium, Derek is committed to identifying and addressing clients’ financial problems, helping to grow their wealth without exposure to the stock market, and ensure a reliable income in retirement.
Derek Overstreet is licensed for Life Insurance and annuities in the State of Utah and has passed his Series 65 securities exam.
*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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. We believe that our clients deserve unbiased and independent advice based on the latest market studies and trends. We also believe this advice should be supplied by dedicated, professionally trained and financial professionals who understand the long-term ramifications of their advice. Our combined experience and insight, coupled with our tailored approach help us to be highly valued by our clients. We hope that you’ll make New Millennium Group your desired choice when looking for a personal team of local financial professionals.
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