We make it easier for federal employees to get the benefits they are entitled to and more.

At LegacyNFS, we use our experience and financial skills to help retirees and
near-retirees achieve financial independence.

About Our Company

An organization dedicated to individual and family success

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Legacy National Financial Services is dedicated to helping Federal, State, and Municipal employees successfully navigate a solid retirement for themselves and their families.

A financial professional with over fifteen years working with retirement and long-term care planning, Michael W. Peterson also has over twenty years of experience as an entrepreneur. “As the current Owner and Director of LegacyNFS, I help government employees, families, business owners, and high net worth individuals grow their retirement and achieve financial independence and security. I work in a team approach – employing additional experts in related areas to achieve the most for my clients.”

Michael W. Peterson has experience with tax-advantaged retirement plans: TSP and FERS (Federal), 401(k), 403(b) (Educators), 401(a) (Pension Funds), and 457(b) (Municipal, Judicial, Law Enforcement, and Firefighters). Michael also has significant expertise with pensions, Social Security, and Medicare. And his expert skills in business sale and transition planning enable business owners and entrepreneurs to get the maximum dollar value from the transition or sale of their company. 

Retirees

We offer many choices to assist you in maximizing your federal government benefits. Retirement-age people are understandably concerned about their financial security. As a result, you should always have a well-thought-out plan in place to deal with a wide range of financial issues. We provide comprehensive financial advice for our clients. We look at your present income and assets to develop the best financial strategy for a brighter, more secure future in retirement. Don’t put off making financial plans because you think it’s too late. Our experts are here to relieve you of such concerns.

 

We help you get the most out of your retirement income.

We know what processes need to be implemented to enhance retirement income. In a financial consultation we will thoroughly assess your pension and other income sources to create an effective strategy that helps you maximize it. Hundreds of our clients have gained peace of mind from working with us on financial management and planning. We can also help you get the most out of your income annuities.

Business Professionals

Business professionals are used to dealing with financial complexities daily. We have the expertise to recommend the best financial solutions regardless of our clients’ business backgrounds. We’ve worked with many start-up companies over the previous decades. Our proactive approach to developing the best financial strategy for your future and the expansion of your organization is what sets us apart. We offer the following services:

  • Risk management and business preservation
  • Business valuation, sale, and transition planning 

We resolve all financial issues.

What may appear to be a complex financial problem to solve is a routine task for our team. Our goal is to assist organizations in lowering risk and achieving economic returns. We believe firms need a sound financial foundation to deal with the turbulence in the market. Proper financial planning is the only way to ensure such financial stability. We thoroughly examine your business model and financial information to provide a financial strategy specifically tailored to your company’s needs to help it succeed.

Mid - career professionals

It is possible on a practical basis to either expand or completely rebuild your financial foundation – to protect your present and future. Whether you are married or not, we provide a variety of choices to help you meet your financial objectives before you retire. Let us know what goals you want to achieve in the future. We have financial plans in place for both long and short-term advantages. With LegacyNFS, you can ensure that your loved one’s financial future is secure.

Money Management and Life Insurance Planning Experts

You’ll never run out of possibilities when you work with us. We provide UL, IUL, LTC, and other similar insurance plans. Please contact us to discuss your future needs.

20+Years

Avg. Advisor’s Experience

$400mm +

Assets Under Management

98%

Client Retention Rate

50:1

Average Client to Advisor Ratio

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LegacyNFS’s principal has been serving federal government employees for more than 20 years. We know what retirement options can ensure the best future for you and your family, our many happy clients spread across the country, customer base by providing you with the finest federal employee retirement plans.

You can’t ensure a financially secure future unless you have a professional looking out for your retirement planning needs. The professionals at LegacyNFS are well-equipped with current financial trends and opportunities. We always share the most pertinent details with our clients to assist them in deciding what option suits them the best.

Whether it’s financial planning or a complete insurance package, we handle the details in accordance with your financial needs. We take a holistic view of your finances to ensure that every requirement gets complete coverage. Share your requirements with the financial experts at M. Dutton & Associates to ensure a worry-free future.

Building trust with our clients is our prime goal. We lead from the front and keep our clients updated about the opportunities to maximize their federal retirement benefits. We will ensure that you don’t have to go through the hassle of financial issues after retirement. Entrust M. Dutton & Associates with your financial planning to avail all your desired retirement goals.

With more than 30 years of experience offering top-notch federal employee retirement planning solutions to retirees across the USA, you can count on LegacyNFS. It’s time to take a leap of faith in our professional financial advisors to ensure a joyous post-retirement life with your family.