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  • Retirement Income Strategies
    You may qualify for this program
  • Help Maximize Social Security Benefits
    You deserve every penny possible
  • Make Difficult Decisions Easier
    Financial professional here to guide you
  • Leave Behind an Inheritance
    Plan ahead for financial gifts to the next generation
  • Enjoy Your Dreams
    Financial independence so you can travel the world, etc.


It’s the moment we’ve all been working and planning for since the day we opened up our first savings accounts: retirement! Retirement is like a permanent vacation. How will you choose to spend yours? Will you travel the world or buy your dream home? How much money can you spend each year to feel financially stable and independent? New Millennium Group is here to help you navigate through these retirement planning questions.

Today, pensions and guaranteed sources of income from employers aren’t as common as they used to be, so preparing for income strategies in retirement may seem more challenging.  It doesn’t have to be. We help guide our clients to a retirement strategy that takes their needs and goals into account by identifying revenue streams and providing options for new ones.

In the creation of your plan, we’ll help you consider the realities of today’s retirement as they relate to your retirement needs:

  • Modern medicine allows us to live longer, meaning we’ll likely need our nest egg to last longer too.
  • Even slight inflation could potentially diminish our portfolio’s purchasing power, so it’s prudent to take it into account.
  • Our spending needs in retirement may not decrease.  In fact, they may stay the same or even increase. A realistic budget may help ensure the longevity of your portfolio.

Then we can discuss your income level in retirement:

  • What other sources of income do you have, like a pension or Social Security?
  • How soon after retirement will you need to start receiving income?
  • Do you want to leave something for your family when you’re gone?
  • Are you expecting an inheritance at some point in the future?
  • Are you done working, or are you only partially retiring?
  • How much income will you need on an annual basis?
  • Do you have savings tucked away anywhere else?

Retirement is arguably the most important set of financial decisions you make in life. Why not have financial professionals by your side throughout the years? Take Social Security for example. FICA has taken money out of your paycheck your entire working life and you deserve the maximum benefit. There are actually strategies you can take advantage of to help increase your benefits substantially. We’ll guide you through them so you can be confident you are collecting the legal maximum.



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: 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.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and New Millennium Group are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. AW01181169