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.

Katherine Nixon holds a BBA from Texas A&M University.  She is certified as a public accountant, a personal financial specialist, a professional coach and a long-term care specialist.   Her firm, SETFS, LLC is not a CPA firm.  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.  Insurance is offered as an independent agent.

As a Registered Representative, Katherine Nixon, may only conduct business with residents of the states for which properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.