SET Company Testimonies

"I started the SET company with one mission in mind. After experiencing how difficult it was to plan for my own retirement, I wanted to help others. If my company has helped you, please add to our SET company testimonies in the comment box below."

Mark Gillett, CRPC
SET Founder & CEO

8 thoughts on “SET Company Testimonies”

  1. Passion, knowledge, and a genuine interest in achieving the best for clients are what makes a truly professional Financial Advisor… and Mark encompasses all of the above! He has a very welcoming, professional, and personable nature, while working with integrity to provide his clients with sound financial advice and guidance. In fact, he makes me feel like I am the most important person he will see today! His up-to-date expertise in the financial sector creates a trust that is rare to find these days. I was very impressed with the personalized professional service and advice given to me, and how Mark tailored everything specifically to suit my situation and future needs. I have no hesitation in recommending Mark’s services with complete trust, and I look forward to many more years working with him.

  2. Wow!!! Mark recently provided us with a detailed retirement financial plan. The amazing thing was he gave us a retirement date that was much sooner than we ever imagined. We had given Mark a goal timeframe for retirement, but we really didn’t think it would be possible. We are now counting down the days until my husband and I both say goodbye to our employers. It makes going to work so much easier when you see the light at the end of the tunnel! Who would have thought I would be able to retire so young!

  3. Although my husband and I are somewhat already retired, the retirement financial plan that Mark performed for us really provided us with peace of mind. My husband has put the focus of our retirement on protecting me should something happen to him, as he is the primary source of retirement funding. Mark understood this focus but showed us some things we could do to add more enjoyment to our retirement while still giving the same level of protection for me. We are so glad we let Mark help us with our retirement plan!

  4. Mark has the patience and confident expertise I needed! Even though my situation was unique and sometimes complex, Mark took the time to do the research and go to the right direction that I was comfortable with. I look forward to continuing to work with him on my retirement planning.

  5. Ensuring I am SET for retirement has been one of the most reassuring and rewarding decisions I have made. Starting this process at an earlier age of 28 was incredibly advantageous. The road to retirement can seem daunting but Mark did a wonderful job explaining the benefits/details of my plan and continues to do so as I have additional questions. I trust him 100% and recommend him to anyone I hear is looking to secure their financial future. Thank you so much Mark for the diligence, knowledge, care you put into helping your clients.

  6. I was concerned that if something happened to me, my pension would end, and my wife would not be taken care of. I have an existing life insurance policy with a premium that increases every five years. The first financial planner I spoke with recommended that I let the insurance policy expire, due to the increased cost, and purchase a large annuity. Then I contacted Mark and explained our situation. He personalized a retirement plan that gave us a safety net if something were to happen to me. He explained that my existing life insurance policy was the best mechanism to provide financial help to my wife in the event of my death. He showed us a way to continue to pay the increasing premiums and keep the life insurance. We also ended up purchasing a small annuity. He was very helpful with our annuity and explaining how it all worked. I have a great weight lifted off my shoulders knowing my wife will be taken care of. We recommend taking some time and talking to Mark about any of your money concerns.

  7. Mark was insistent that I knew what I was getting into when I purchased my new annuity. He wanted me to know all the information before I decided to make a change to my retirement accounts. If I didn’t understand something, he would go over it and over it until I understood it. I believe he was on my side to make the right decision. It’s always hard to make big changes. I knew that one of my IRAs was not doing what I felt it should be doing with my money. Additionally, Mark helped me to see that some of my other IRAs were not in my best interest. I ended up consolidating multiple IRAs into the new annuity. I believe that Mark will not just abandon me. I know that he will help me whenever I need any financial advice. It’s been a pleasure to work with him and I look forward to working with him in the future.

  8. He’s the only one I trust! I feel retirement can be so complicated if you don’t understand the pros vs the cons. You must find the right company to guide you through the constant changes.

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