Nate Billeter
Financial Planner & Licensed Insurance Professional
Nate has spent most of his life living in what is now Millcreek Utah. He and his family loves the outdoors. He earned a Bachelors Degree from BYU then a MBA from Westminster College. He started his financial career as a Financial Planner with Ameriprise in 2006. He enjoys projects at home or helping neighbors. Some weekends you will find him sitting by the firepit in his back yard. Nate loves adventures and learning.
As an Insurance Professional and Financial Advisor Nate works primarily with those nearing retirement and 65+. Knowing his clientele, Nate has gained a depth of knowledge needed to most effectively serve Social Security recipients in the areas of Medicare, long-term care, life insurance, final expense and protection of financial assets in addition to recommending investments for clients.
Nate Billeter
Financial Planner & Licensed Insurance Professional
Nate has spent most of his life living in what is now Millcreek Utah. He and his family loves the outdoors. He earned a Bachelors Degree from BYU then a MBA from Westminster College. He started his financial career as a Financial Planner with Ameriprise in 2006. He enjoys projects at home or helping neighbors. Some weekends you will find him sitting by the firepit in his back yard. Nate loves adventures and learning.
As an Insurance Professional and Financial Advisor Nate works primarily with those nearing retirement and 65+. Knowing his clientele, Nate has gained a depth of knowledge needed to most effectively serve Social Security recipients in the areas of Medicare, long-term care, life insurance, final expense and protection of financial assets in addition to recommending investments for clients.
About Legacy Insurance and Financial Services
Your trusted local guide to retirement planning. No call centers, no brand reps—just me, your dedicated agent, here to help you connect the dots and claim what’s yours. Backed by a Master Brokerage with access to hundreds of top-rated companies, I tailor strategies that optimize your retirement savings, Social Security, Medicare, and more. Whether it’s life insurance, long-term care, veteran benefits, or debt elimination, I’m here to protect what matters most. I listen, personalize, and stay by your side—today and into your future. Let’s begin.
From Medicare to individual & family health insurance, personalize your plan.
Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.
Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.
Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.
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