Welcome!
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 Advantages
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.
Finally, SET provides many more advantages over other financial company choices with our comprehensive retirement specialties, our communications flexibility and our client-focused business approach.
Retirement Specialties
When it comes to retirement planning, we are "SET" to provide a variety of solutions. Firstly, we have a specialty in the preparation of a customized comprehensive Retirement Financial Plan. Secondly, we have a specialty in various Retirement Income products for those that are seeking lifetime retirement income. Thirdly, we have a specialty in retirement Medical Plans for those that are age 65, disabled, or have ESRD. Fourthly, we have a specialty in hedge-protected 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.
Communications Flexibility
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. SET offers tremendous flexibility on the way we go about getting to know each other. This is true in terms of how we communicate and where we communicate. Firstly, we can meet one-on-one in our SET office, or we can meet in a group setting at one of our special SET company events. Secondly, we can meet one-on-one in the comfort of your own home or in an agreed-upon public meeting place. Lastly, if preferable, or when time and/or distance are an issue, we can meet virtually through a phone call or a video conference.
Client-Focused Approach
Our goal as retirement planning experts is to offer valuable and applicable information to our potential clients. Moreover, this information is the same information we utilized to get "SET" for our retirement. Therefore, we believe in the information we give. Also, we know that giving this information to our potential clients equips them to make good decisions. Consequently, they become lifelong clients. The Mission Statement of SET's Founder and CEO is "To serve people by helping them solve tough problems". As a result, it is our desire to stay in contact with our clients even after they retire. We offer annual checkups with clients to help their retirement plans stay on course, before and after retirement begins.
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 in those states.
SET Retirement Partners
SET Retirement Planning Solutions is proud to have partnered with the following businesses to provide its services to our clients. These partner choices were selected carefully to best fit with our company mission and client focus.
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?