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 families, business owners, government employees, 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 (Federal), 401(k), 403(b) (Educators), 401(a) (Pension Funds), and 457(b) (Municipal, Judicial, Law Enforcement, and Firefighters). He also has significant expertise with pensions and Social Security planning.
LegacyNFS and Michael W. Peterson employs a holistic planning method that assists with asset accumulation, tax strategies, estate preparation, and navigation of long-term care needs.
For business owners, I assist with asset protection, business valuation, and business succession planning. Our number one priority is to to protect your hard-earned assets in retirement. I enjoy estate work and assisting with all aspects of estate planning and transition.
With my own business ownership I began a venture in health care services, taking my company from scratch to over $1.2 million in revenues by the third year. Following an expert methodology, in late 2016 we rebranded and sold the company for over 10 times our original, significant investment. I also grew an educational services business to over 82 clients in just 18 months.
Prior to business ownership, I acted as team lead assisting the US Food and Drug Administration in acquiring a three-million dollar decision support system, and helped the US Air National Guard acquire a two million dollar network management program.
I am passionate about the arts and community service. My wife and I have three grown sons, one daughter, and five grandchildren - the most fun of all.
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