Genwealth Advisory Group

About Our Mission

New Millennium Group is a team of experienced financial professionals dedicated to helping individuals and families achieve financial security and retirement success. We empower our clients to take control of their financial future by providing personalized strategies and solutions for wealth preservation, income generation, and risk management.

What Sets Us Apart

We go beyond simply managing your investments. We take a holistic approach to financial planning, considering your unique needs, goals, and aspirations.

Retirement Planning

• Personalized saving and investment strategies
• Maximizing retirement accounts
• Developing a sustainable withdrawal plan for retirement income

Tax Planning for Income

• Tax optimization strategies to minimize taxes on income and investments
• Strategies to reduce long-term capital gains tax
• Guidance on establishing tax-advantaged accounts

Estate Planning

• Creating an estate plan tailored to your wishes
• Establishing trusts and powers of attorney
• Ensuring your assets are protected during retirement and beyond

Investing for Income

• Developing robust investment strategies for generating regular income
• Balancing risk and return to meet your individual goals
• Implementing tax-efficient investment options

Wealth Preservation

• Learning about wealth management strategies
• Addressing potential risks to your financial goals
• Developing a comprehensive financial plan for the future

Additional Services

• Social Security maximization strategies
• Rollover IRA planning and execution
• Financial planning resources and calculators
• Ongoing consultations and ongoing relationship management

Our Commitment

At New Millennium Group, we believe in building lasting relationships with our clients. We are committed to:

• Providing personalized and responsive service
• Clear and transparent communication
• Tailoring our strategies to your unique needs and goals
• Regularly reviewing and adjusting your plan for ongoing success

Our Team

Our team of experienced financial advisors and support staff are dedicated to helping you achieve your financial goals. We are passionate about empowering individuals to take control of their financial future and achieve financial peace of mind.