Contact Us: WHERE

The headquarters for SET Retirement Planning Solutions is located in Prosper, Texas. However, we provide retirement planning services to clients living within the southwest region of the United States. To clarify, the service area for SET Retirement Planning Solutions includes the states of California, Arizona, Colorado, Texas and Arkansas.

Map of states serviced by SET Retirement Planning Solutions

Contact Us: WHEN

At SET, we understand the importance of making ourselves available to you. Consequently, we have extended hours of operation. Our business hours are:

M        9:00am  -  5:00pm Central Time
T         9:00am  -  9:00pm Central Time
W        9:00am  -  5:00pm Central Time
Th       9:00am  -  5:00pm Central Time
F         9:00am  -  1:00pm Central Time
Sa     12:00pm  -  3:00pm Central Time
Su        Closed

Contact Us: WHAT

We would like to provide you with special offers and information through occasional marketing emails and optional text messages. Please provide your contact information at the bottom of this page. To return to our Home page, click here.

Contact Us: WHY

SET Retirement Planning Solutions is dedicated to providing top quality service to our clients that goes beyond their expectations. Once our clients have experienced the professional and caring approach we have towards retirement financial planning, they have no problem recommending us to others. Because client referrals are an important part of our business, we very much appreciate our clients telling others about us.

As a token of our appreciation, we offer a $100 gift card to our clients for referring a new client to us that brings in revenue to our company. This gift card allows a choice of retailers whereby the client can use the card.

If you are interested in receiving a $100 gift card for referring us to others, just contact us to let us know you are making a referral before our first phone call or meeting with the person(s) being referred. Or, if you would like, have the person(s) mention that you are making a referral during the first call or meeting with us.