Secure Document Upload
Client Portal
Schedule Your Complimentary Consultation

Retirement Planning Services

We can help to transform your savings into a renewable source of reliable income that can last you throughout retirement.  

Schedule A Free Consultation

Investing for Income

Our financial advisors are uniquely qualified to help you establish ongoing streams of income you can count on well into retirement.
Discover More
Calculate Your Retirement

Our financial calculators are designed to provide a general overview of what it takes to plan for a successful retirement.

Discover More
Tax Planning For Income

Our tax minimization strategies can help you avoid paying any more in taxes than you are legally obligated to. 

Discover More

Our Services

Retirement Planning

We’ll help you plan and save for the retirement you’ve always envisioned, based on your specific goals
Read More

Tax Planning

You may leave behind a lot of things when you retire, but your tax burden isn’t one of them...
Read More

Social Security

People tend to minimize the value of Social Security, but Social Security benefits can be much more...
Read More

Estate Planning

We'll help to ensure you have an effective estate plan in place to help protect your assets and loved ones... 

Read More

Rollover IRA

When it comes to growing your money over the long-term, studies have shown that tax advantage...
Read More

Resources

Retirement

Reports

Financial

Calculators

Stay Informed

Important Links

Schedule A No-Obligation 15-Minute Consultation​

Click below to schedule a free, no-obligation consultation. In one quick meeting or phone call, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

We’re here to help.

Schedule Your Free Call

Sandy Office
10050 South State St
Sandy, UT 84070
801-446-9950

St. George Office
20 North Main St
St. George, UT 84770
435-767-0064

Clearfield Office
1436 Legend Hills Dr #105
Clearfield, UT 84015
801-446-9950

Facebook Linkedin Twitter

Sandy Office
10050 South State St
Sandy, UT 84070
801-446-9950

St. George Office
20 North Main St
St. George, UT 84770
435-767-0064

Clearfield Office
1436 Legend Hills Dr #105
Clearfield, UT 84015
801-446-9950

Facebook Linkedin Twitter

New Millennium Group is a registered investment advisor located in Utah. New Millennium Group and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which New Millennium Group maintains clients. New Millennium Group may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. New Millennium Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of New Millennium Group’s web site on the Internet should not be construed by any consumer and/or prospective client as New Millennium Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of New Millennium Group, please contact the SEC, FINRA or the state securities regulators for those states in which New Millennium Group maintains a filing. A copy of New Millennium Group’s current written disclosure statement discussing New Millennium Group’s business operations, service, and fees is available from New Millennium Group upon written request. New Millennium Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to New Millennium Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Certain portions of New Millennium Group’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, New Millennium Group’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. New Millennium Group is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice

Schedule Your Complimentary Consultation

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

Schedule a Call

You can also call us directly at (888) 999-6370