If you’re looking for a retirement planning company and you’re looking for a company I trust, you could turn to: New Millennium Group.
We investigated New Millennium Group and its owner Derek Overstreet. We dug into their history and their services. We 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 company Gephardt Approved.
“He created a plan just for me.”
- Mark Thomsen, client
“I call him Mr. Integrity,” client Mark Thomsen says of New Millennium Group owner Derek Overstreet. “I was associated with a wealth management group chosen for me by my former employer. They never had me on programs that benefited me. I didn’t even feel like a number to them. Once I moved over to Derek I saw a drastic change. He zeroed in on my needs and created a plan just for me. Because of his company I am in a better position than I used to be.”
“Guiding your retirement”
“My conversation with clients usually starts with ‘how much money do you want as income every month?” says owner Overstreet. “People are very often surprised at how much wealth they actually have, and we can keep them in the lifestyle they want.
“We are a fiduciary. That means we are part of a small percentage of investment firms in the United States operating off of fiduciary standards. It simply means we are legally obligated to put our clients’ interests ahead of our own.”
“We have helped thousands of clients since 1999.”
Overstreet has been in the industry since 1987 and has owned New Millennium Group since 1999. “We have helped thousands of clients with retirement planning,” he says. “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 client’s 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.”
“I will use their services till the day I die.”
- Kent Seal, client
“I like New Millennium Group because they aren’t tied to one product. I don’t have to be stuck with some investment I don’t like,” says client Kent Seal. “I just turned 65 and I can proudly say I will use their services till the day I die. They have helped me secure a plan for my pension money. They have set up accounts so I can follow a certain budget and guarantee I won’t run out of funds. I have liked their services so much I have recommended them to my son and daughter-in-law who are currently using them to plan their future.”
Overstreet says his clients have company cell phone numbers. He says it is really important 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.”
“They’re helping us every step of the way.”
- Karen Pohlman, client
“I can always get ahold of them,” says client Karen Pohlman. “Several years ago, we put my father into a nursing home. He was a veteran and he had veteran benefits that we didn’t know about. The nursing home actually recommended New Millennium Group because they felt confident they could help us get those benefits. They were excellent. They were so good to my dad, that my husband and I actually hired them to do our retirement plan. They’re helping us every step of the way. If I have questions, they instantly get back to me. I really can’t say enough good things about their services.”
“We treat our clients like family,” says Overstreet. “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 there you go: New Millennium Group. Now you know what I know about the business. You know about their history and their services. You’ve heard from their clients. You know about their dedication to helping their clients achieve retirement goals.
Now you know why I trust New Millennium Group and why I am proud to stand by them and declare them Gephardt Approved.
~ Bill Gephardt
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