New Millennium

We feel that when most folks meet with their financial planners they have very little understanding of markets and risk. Trusting an advisor to have your best interests at heart is often a difficult choice to make, and as fiduciaries, we strive to build that relationship with you. If one has all the facts and great information often they will make the right choices themselves. We serve business owners, physicians, and retirees. Our focus is on informing you on all aspects of retirement, like health insurance and where to get it. In our effort to optimize your retirement years, we provide assistance and expertise in the following areas: Social security when to take it when to defer for maximum payment. Wealth Management Income planning Investment planning Insurance services We are relationship focused we want to work with you and your family and are committed to annual reviews and changes in your life (death of loved ones, Divorce, Business continuation, .etc). We surround ourselves with only the best partner companies CPA firms and estate planning attorneys by partnering with the local firms Whitehouse & Co. CPA’s, Kirton McConkie, Eveland & Associates, PLLC, and Now CFO to provide comprehensive retirement planning services. 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. Any references to lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. New Millennium Group is not affiliated with the US government or any governmental agency.