SET Retirement Planning Solutions
The headquarters for SET Retirement Planning Solutions (SET) 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 includes the popular retirement states of California, Arizona, Colorado, Texas and Arkansas. Our toll-free number is 833-467-3877. Give us a call!
Hours of Operation
At SET, we understand the importance of making ourselves available to you. Consequently, we have extended hours of operation. We offer evening appointments on Tuesdays and weekend appointments on Saturdays. Specifically, our business hours are:
SET Retirement Planning Solutions
(8 Hours) 9:00am - 5:00pm Central Monday
(12 Hours) 9:00am - 9:00pm Central Tuesday
(8 Hours) 9:00am - 5:00pm Central Wednesday
(8 Hours) 9:00am - 5:00pm Central Thursday
(4 Hours) 9:00am - 1:00pm Central Friday
(4 Hours) 12:00pm - 4:00pm Central Saturday
Closed Sunday
Referrals & Subscriptions
SET provides 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 $200 gift card to our clients for referring a new client to us that brings in revenue to our company. Plus, this gift card allows a choice of retailers whereby the client can use the card.
If receiving a gift card interests you, 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.
SET would like to provide you with special offers and information through occasional marketing emails and optional text messages. To subscribe, please provide your contact information at the bottom of this page.
Privacy & Security
SET respects the privacy of our website visitors. Accordingly, we collect minimal internet data from those that visit our website and/or subscribe to our emails and optional text messages. See our Privacy Policy for more details.
SET conducts business in a very secure environment. Firstly, our entire website incorporates Hypertext Transfer Protocol Secure (HTTPS) to encrypt all website access. Secondly, our user login capability utilizes the HTTPS protocol to encrypt all data transmitted between a SET user and the data servers. Lastly, the data servers use Advanced Encryption Standard 256 (AES-256) to encrypt all Personally Identifiable Information (PII) storage, including names, addresses, emails, and uploaded documents. AES-256 is considered virtually uncrackable, even with the most advanced computing power and algorithms.