Don Settina - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Don Settina, Certified Founders Group Associate

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An Entrepreneur’s Business Succession Journey

About Don

Don Settina, CFP®, CLU®, PPC®, CAP®
email: don@retirerightfp.com
tel: (724) 942-1996
web: https://retirerightfp.com/

EXPERIENCE

My entry into the financial industry came in 1982 as an insurance agent. I gravitated to the investment side of the business fairly quickly, more specifically to helping the business owner.

The insurance agency had a pension division selling pensions to small business owners, so I was fortunate enough to be able to have a mentor teach me the pension business back in the early days.

For years I focused my practice on serving the pension needs of business owners, creating a proprietary service process titled, “The 401k Service Solution.”
This process went on to win an award from the Profit Sharing Council of America and was used as the basis for a new advisor designation I created in 2005 called, “Professional Plan Consultant.”

After training thousands of advisors through this designation program on how to service retirement plans to a high standard, the designation program was acquired by another local Pittsburgh firm, (fi360, now part of Broadridge).

My focus in working with business owners is now on the succession planning side of the business where I help successful business owners formulate a vision of clarity for a stress free retirement transition.

 

AREAS OF FOCUS

  • Succession Planning
  • Executive Benefits
  • Tax Mitigation (Income and Estate)
  • Wealth Transfer
  • Wealth Protection
  • Charitable Giving

PROFESSIONAL

Founder: RetireRight Financial Planning (Formerly RetireRight Pittsburgh)
Author: The 401k Service Solution Handbook for Retirement Plan Sponsors and Fiduciaries
Creator: The “Professional Plan Consultant” Designation for 401(k) Plan Advisors
Licenses: Series 6, 63, 7
Professional Programs Completed:

  • Accredited Investment Fiduciary® (AIF®)
  • Accredited Investment Fiduciary Analyst® (AIFA®)
  • Certified Financial Planner® (CFP®) 
  • Professional Plan Consultant® (PPC®) 
  • Certified Life Underwriter® (CLU®) 
  • Chartered Advisor in Philanthropy® (CAP®) 

Affiliated Firms:

  • Southern California Institute: Instructor
  • Certified Founders Group Associate
  • The Center for Tax Strategies and Resources

 

PERSONAL

I live by the slogan “Always make your future bigger than your past.”

My wife, Cindy, and I are living the dream that’s been in motion for the last 20 years – we split our time between Pittsburgh and Florida, work on the things we are most passionate about, and enjoy a balanced lifestyle. 

We cook together a lot and play golf with our group of friends. We play bocce and love to travel around the country to different places like Palm Springs, CA; Kohler, WI; Phoenix, AZ. 

We have two amazing daughters, Melanie and Tiffany, and three grandchildren in Utah and five in Ohio.

We’ve built a life around our clients who are now great friends, and we continue to guide them into the next transition of their lives.

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