Welcome to the SET Retirement Planning Solutions website! We are very excited that you visited today. Please allow us to tell you a few things About Us:

SET Retirement Qualifications

SET provides retirement financial services and products to our clients to help them achieve their retirement goals. All of our planners are licensed insurance agents. Additionally, they have all passed the certification requirements for conferment of the Chartered Retirement Planning Counselor™ designation by the College for Financial Planning®.

SET provides financial planning as it applies to retirement. To support this charter, it is not necessary for SET to be a Registered Investment Advisor (RIA) firm. However, to understand the principles of Wealth Management that are key to retirement, the Founder and CEO of SET took and passed the North American Securities Administrators Association 1-65 Uniform Investment Adviser Law Examination (Series 65 Exam).

SET Retirement Licensing

The Texas Department of Insurance has authorized SET to transact insurance business in the state of Texas as a General Lines Agency (Life, Accident, Health and HMO). Similarly, the insurance authorities in the states of Arkansas, Arizona, California and Colorado have also authorized SET to transact insurance business.

SET Retirement Advantages

Finally, SET is an "independent" retirement planning insurance agency. This means we can offer retirement products from many different companies. Thus, we can recommend a product from the company that best meets our client's needs. This difference sets us apart from our "captive" competitors.

Besides the advantage of being an independent agency, SET also has the advantage of being a small business. Our clients are not just a number to us. They are our family, and each family member receives a superior level of service. But don't take our word for it. Go to our Company Testimonies webpage to read what our clients are saying about us.

Financial Advisor with arms crossed

Our Specialties

When it comes to retirement planning, we are "SET" to provide a variety of solutions to meet your retirement needs. Firstly, we have a core specialty in the preparation of a customized comprehensive Retirement Financial Plan. Secondly, we have a specialty in various Income Products for those that are seeking lifetime retirement income. Thirdly, we have a specialty in retirement Healthcare and Medicare for those that are age 65, disabled, or have ESRD. Fourthly, we have a specialty in Wealth Management for those that are retiring, but still wanting to risk part of their retirement savings in the Stock Market. Finally, we have a specialty in Social Security which can supplement retirement savings.

Young couple discussing retirement planning

Our Approach

Our goal as retirement planning experts is to offer valuable and applicable information to potential clients.  Moreover, this is the same information we have utilized to get "SET" for our own retirement. Therefore, we believe in the information that we give. Also, we know that giving this information to our potential clients equips them to make good decisions. Consequently, they become lifelong clients.

"To serve people by helping them solve tough problems" is the Mission Statement of SET's Founder and CEO. As a result, we stay in contact with our clients even after they retire. We offer annual checkups with clients to help their retirement plans stay on course.

Financial advisor meeting with a client

Our SETtings

It is important for us to get to know our clients in order to understand their needs. Likewise, it is important for our clients to get to know us in order to trust our recommendations. We can get to know each other by many means. Firstly, we can talk one-on-one in our office, or meet in a group setting at a special SET company event. Secondly, we can meet in the comfort of your home or in an agreed public meeting place. Lastly, when time or distance are an issue, we can meet virtually thru voice/video technology.

SET Retirement Partners

SET Retirement Planning Solutions is proud to have partnered with the following businesses to provide its services to our clients:

Trust Us to Get Ready... Get SET!

We offer valuable information on specialized products in a setting most comfortable to you. How can you turn this down?