Our Office

SETFS, LLC

We provide COMPLETE TAX & FINANCIAL SERVICES including:
Experienced Resource for projects needing our professional knowledge to be a part of a highly productive team.
Tax-Advantaged Business and Individual short and long-term planning, reporting and investing.
Comprehensive Tax Return Preparation for individuals, businesses, estates and trusts.
Complete Estate Planning, probate assistance, and fiduciary reporting for estates and trusts.
Individual Securities (stocks and bonds)
Mutual Funds
IRA's
Rollover of your company retirement plan.
Implement employer-sponsored retirement plans.
Specialize in Long Term Care Insurance, Life Insurance, and Longevity Planning.

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Katherine Nixon is certified as a public accountant and a personal financial specialist. Securities are offered through J.W. Cole Financial, Inc. (JWC), Member FINRA, SIPC. Investment Advisory Services are offered through J.W. Cole Advisors, Inc. (JWCA). Insurance is offered as an independent agent. Tax preparation services are not offered through JWC/JWCA. Katherine Nixon is a licensed CPA. Her firm, SETFS, LLC, is not a CPA firm. .