SETFS, LLC 
We Provide Business Consulting, Tax Planning and Reporting, Financial Planning and Implementation, and Protection Strategy Services!
Call (281)370-6622
Services
  • Preparing Tax returns for individuals, businesses, estates, and trusts.
  • Tax advantaged longevity strategies - specializing in Long-Term Care funding & tax-free streams of income.
  • Financial planning and investment services ~ stocks, bonds, mutual funds, annuities, insurance, IRA's or other retirement plans.
  • Helping you plan, build, pursue & protect your financial house.
  • Reviewing your current financial portfolio and prior years tax returns.
  • We provide experienced, educated, confidential, friendly assistance.
  • We are your one-stop shopping for you, your family, your business, and your estate.
  • Focusings on clients' complete financial picture: planning, investing, and reporting finances.
Consulting
  • Business & Individual Planning
  • Banking and Cash Flow Concerns
  • Buy, Sell, Lease, Liquidate Issues
  • Motivational and Leadership
  • Employee Considerations
  • Retirement Plans & Distributions
  • Investing Planning & Allocation
Brokerage
  • Individual, Business, Trust & Estate
  • College, Retirement & Future Goals
  • IRA's and Other Retirement Plans
  • Commission Based
Insurance
  • Long-Term Care
  • Disability
  • Life

For Estates and Trusts

  • Estate Planning
  • Probate Assistance
  • Fiduciary Reporting
  • Representation before the IRS on audits and other matters.
Credentials, experience, and continuing education experience
  • Katherine Nixon, has her CPA, securities and insurance licenses, and along with her PFS, CPC, LTCP and CLTC certifications.
  • Our team is college educated and have worked together for many years.
  • We have been providing services since 1990.
  • We stay current by taking financial and tax courses.
  • We conduct tax, long-term and senior event planning workshops.

ABOUT US: 

  • Our clients are individuals, executors, fiduciaries, and business owners.
  • We help you know the law allowing you to take advantage of all possible deductions and pay only the taxes you legally owe while working to increase your personal wealth.
  • We help you navigate the rules so that you can maximize your financial net worth.
  • We love our work.
  • We enjoy seeing individuals retire securely, businesses grow, reports filed properly, issues resolved, stewards prosper, and estates preserved for loved ones.
  • Our goal is to have a successful financial plan in every client's home or business and to provide resources that will help them implement and protect those plans.
  • We sell knowledge and experience.
  • We will constantly strengthen and expand our knowledge base in areas that we believe will give us the greatest chance of increasing our clients' net worth as a result of new or improved skills.
  • We want our clients to benefit and grow from our present and future knowledge base.

Your time is valuable.  At our office, you will not wait longer than ten minutes for a scheduled appointment or we will reduce your bill by 10%.

If you have a question, please ask us. We do not charge for quick questions. Our goal is to communicate with you so that you keep well informed and comfortable.

Securities are offered through J.W. Cole Financial, Inc. (JWC), Member FINRA, SIPC.  Investment Advisory Services are offered through Jonathon Roberts Advisory Group (JRAG).  Tax preparation services are not offered through JWC/JRAG. SETFS, LLC is not a CPA firm. Insurance is offered as an independent agent.