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New Millennium Group

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United States
Sandy, UT
New Millennium Group

Planning,Growing & Preserving Our Clients Financial Future. We Specialize in Retirement & Social Security planning.

Derek Overstreet, President of New Millennium Group. has been helping people with their financial needs for 27 years. Born and raised in Draper, Utah, Derek left in 1987 to pursue a career in the financial services industry in Chicago. Once there, he built a $120 million company over 10 years, then sold the company and moved back to Utah to spend more time with family. Derek
and his wife, Wendy, h

ave 6 kids and 1 grandchild. New Millennium primarily serves the needs of people 55 and older by helping them protect their wealth, reach their retirement
and income planning goals, and ensure financial security for the future. As a financial planner, Derek is passionate about
educating his clients as to smart, income-guaranteed investment options. He focuses on conservative strategies and fixed-rate
returns with maximum safety. He believes that with the right information, people will feel comfortable and confident in making
correct financial decisions for themselves. For over two decades, Derek has been a financial advisor and insurance agent for prominent educators, successful business
owners, attorneys and residents of the local community. He and the other agents at New Millennium are committed to spotlighting
and solving financial problems, helping clients grow their wealth without loss of principle, and making up lost income. Investment Advisory Services are offered through New Millennium Group, an SEC registered investment advisor. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All complimentary white papers, reports and book chapters are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these materials you may be provided with information regarding the purchase of insurance and investment products in the future. By contacting us, you may be offered information regarding the purchase of insurance and investment products.

08/28/2026

The path ahead looks different for everyone.

That is why good planning starts close to home: with the people, priorities and life you are actually building.

We are grateful to be part of communities where long-term thinking, meaningful relationships and a clear sense of direction still matter. Here is to the next step—wherever your path leads.

08/26/2026

Some financial tasks are small enough to finish in one sitting—and satisfying enough to create real momentum.

Which one would feel best to cross off your list right now?

A. Update beneficiaries
B. Organize statements
C. Review your retirement date
D. Write down your financial questions

Drop the letter below—or save the list and choose one for this week.

08/24/2026

Life rarely changes one line at a time—and your financial plan should not be treated that way, either.

A new job, a move, a marriage, a growing family, a major purchase or a revised retirement date can affect more than one piece of the picture.

When something significant changes, it may be a good time to revisit your priorities, accounts, beneficiaries, insurance and upcoming decisions together.

Save this checklist for the next time life shifts.

This is general educational information and is not individualized financial, tax or legal advice.

08/21/2026

Before the conversation, there is preparation.

Organizing the details. Reviewing the questions. Making space for the priorities that matter most.

That quieter work behind the scenes helps each meeting begin with greater focus and a clearer next step. It may not be the part anyone sees, but it is an important part of how thoughtful planning gets done.

08/19/2026

Everyone has a planning rhythm that feels more natural.

Would you rather sit down for one thorough annual review, have shorter check-ins throughout the year, work from a simple written checklist—or use a mix of all three?

There is no universal right answer. The best approach is the one that helps you stay engaged with the decisions that matter.

Which style sounds most like you? Tell us below.

08/17/2026

Comfort with risk is personal. Capacity for risk is practical.

Risk tolerance describes how market ups and downs feel. Risk capacity asks a different question: how much volatility can your timeline, income needs and overall plan reasonably absorb?

The two do not always match—and a thoughtful strategy considers both. Save this post, then bring the question to your next financial review: “Does my current level of risk fit both my comfort and my circumstances?”

This is general educational information, not individualized investment advice.

08/05/2026

Claiming Social Security is not simply a matter of choosing the earliest date - or waiting as long as possible. The decision can depend on your health, work plans, other income, marital history and the role Social Security will play in your overall retirement strategy.

The better question is not, "What age is best for everyone?" It is, "What timing fits my plan?"

A personalized review can help you compare the tradeoffs before you make a decision.

Have a Social Security question? Send us a message, visit the link in our bio or learn more at yournewmillenniumgroup.com.

08/03/2026

An estate plan is more than a will or trust. Beneficiary designations can affect how retirement accounts, life insurance and other assets transfer - and they may not always follow the instructions in your will.

A simple review can start with three questions:
1. Are your beneficiaries current?
2. Have major life changes been reflected?
3. Do your account titles and estate documents work together?

Coordinating your financial and estate planning professionals can help reduce confusion for the people you care about.

Start the conversation with New Millennium Group. Visit the link in our bio or go to yournewmillenniumgroup.com.

07/31/2026

Meet Thatcher Schwendiman, Investment Adviser Representative and one of the people who helps make New Millennium Group what it is.

Outside the office, Thatcher's competitive side comes out on the pickleball court. What started as a hobby grew into traveling the country for tournaments and competing with some of the sport's best players.

He and his wife, Emma, also love to travel - including a recent trip to the Philippines, where Thatcher previously lived for two years. At home, his perfect Saturday is simple: time with family, a great meal and a movie night with homemade popcorn.

What does Thatcher enjoy most about NMG? The people. He values the care NMG shows its employees and clients, and he is grateful to be part of Bryon and Remington's team.

We are glad to have you on the team, Thatcher!

Help us give Thatcher a warm hello in the comments.

07/29/2026

What you save matters. Where you save - and how you later draw from those accounts - can matter, too.

Traditional retirement accounts, Roth accounts and taxable accounts are treated differently. Having more than one potential source of retirement income may provide additional flexibility when managing taxable income later.

The right mix depends on your situation, time horizon and goals. A coordinated tax and retirement strategy can help you make more informed decisions today with tomorrow in mind.

Want to see how your accounts fit together? Visit the link in our bio or go to yournewmillenniumgroup.com to schedule a review.

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Address

10050 S State St
Sandy, UT
84070

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

https://yournewmillenniumgroup.com/

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