About Our Company
An organization dedicated to individual and family success
Capmay UC Pension and Retirement is dedicated to helping Educators, Federal, State, and Municipal employees navigate their retirement options with clarity and confidence. Our mission is to ensure every client builds a secure financial future for themselves and their families.
With over fifteen years of experience in retirement and long-term care planning, financial professional Michael W. Peterson also brings more than two decades of entrepreneurial insight. His practical, real-world approach helps clients make informed decisions tailored to their unique goals.
Fields of Expertise
Our Services
We help public sector employees make smart, confident retirement decisions. From rolling over old 401(k)/403(b)/457(b) accounts to maximizing Social Security and Medicare benefits, our services are designed to simplify retirement planning. We also guide you through annuity options, healthcare coverage, and government pension strategies—ensuring your financial future is well-protected and aligned with your goals.
Connect With Us
Book a Free Call with Micheal
Who We Serve
We’ve Got You Covered
Retirees and near-retirees
We guide retirees and those nearing retirement to optimize pensions, expand deferred compensation and government benefits, and create personalized income strategies to support a stable and confident retirement.
Mid-career professionals
We help mid-career professionals build a strong financial foundation, align short- and long-term goals, plan around marital and family needs, and secure their financial future with clear, customized strategies.
Business professionals
Business professionals receive support in navigating financial complexities through services such as risk management, business preservation, and strategic planning for business valuation, sale, and transition.
Frequently Asked Questions
Get clear answers to common retirement questions—from rollovers and government benefits to Social Security, Medicare, and annuities.
You can roll over funds from 401(k), 403(b), and 457(b) plans into an IRA to gain more control and flexibility over your investments.
We help you understand your pension options and coordinate benefits across federal, state, and municipal programs to ensure you get the most out of your retirement.
The best time to claim depends on your age, health, and financial goals. We provide personalized strategies to optimize your Social Security income.
We guide you through Medicare enrollment, supplemental plans, and long-term care insurance to ensure you have comprehensive healthcare coverage.
Annuities provide a steady income stream in retirement and can protect you from outliving your savings. We explain the types and help you decide if they fit your plan.