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We make it easier for educators and federal and state employees to maximize the benefits they are entitled to and more

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

Michael Peterson

About our Company

An organization dedicated to individual and family success

Legacy National Financial Services is dedicated to helping Educators, 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.

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Retirees

We offer many choices to assist you in maximizing your federal/state pension, expand your defered compensation and other government benefits. Retirement-age people are understandably concerned about their financial security.

We help you get the most out of 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.

Retirees
Business Professionals

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.

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

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.

Retirees

FAQs

Impeccable Track Record +

LegacyNFS’s principal has been serving educators and 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.

Optimal Financial Solutions +

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.

Customized to Your Needs +

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.

Financial Professionals You Can Trust +

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.

30 years of Experience in the Financial Industry +

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.

Consultation

Get in touch with us

Schedule a Consultation

The professional team at LegacyNFS is eagerly waiting to discuss your financial opportunities with you. Call or text us today at 979-201-5808 to make an appointment!

Request a Consultation