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 - Comprehensive Retirement and Wealth Specialist in West Jordan, UT.

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.

Medicare insurance enrollment assistance and supplemental health coverage plans for seniors - Legacy Insurance Mountain West specialists.

Medicare & Health

Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth protection and Social Security optimization strategies to maximize retirement income - Legacy Insurance financial services.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life insurance and estate planning solutions for family protection and wealth transfer - Legacy Insurance Mountain West.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted care planning and long-term care insurance consulting to protect assets and independence - Legacy Insurance Mountain West

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

Medicare insurance enrollment assistance and supplemental health coverage plans for seniors - Legacy Insurance Mountain West specialists.

Medicare & Health

Insurance

From Medicare to individual & family health insurance, personalize your plan.

Wealth protection and Social Security optimization strategies to maximize retirement income - Legacy Insurance financial services.

Wealth & Income

Protect and maximize retirement savings income. Perfect Social Security strategies. Sharpen savings & eliminate debt.

Life insurance and estate planning solutions for family protection and wealth transfer - Legacy Insurance Mountain West.

Life Insurance

Protect your loved ones. Plan your estate. Leverage the unique characteristics of life insurance for personal or business planning.

Assisted care planning and long-term care insurance consulting to protect assets and independence - Legacy Insurance Northwest.

Assisted Care Planning

Get professional help planning for care at home or in assisted living. Protect assets, choice, dignity & relationships by planning ahead.

About Legacy Insurance and Financial Services

Experience the power of a premier Mountain West brokerage with the heart of a local agency. At Legacy, we specialize in comprehensive retirement strategies designed to protect your income and secure your future. Our network of licensed specialists provides personal, face-to-face advocacy for every stage of your journey. Explore our services below to see how we coordinate your health, wealth, and legacy for 2026 and beyond.