90 Degrees West, LLC

90 Degrees West, LLC

5.0(2 reviews)

About

For 30 years as a financial advisor, and more recently defined as educator I look after client's hard earned money, making them richer, in all senses, as well as showing them how to save tax dollars;provide significant savings with college bound students; help create a financially safe retirement plan along with other benefits. Equally, I provide security for unexpected LIFE Events which can destroy any plan not having some financial products with secure, safe, certain results that protect my client's future financial plans.

I am a ChFC(Chartered Financial Consultant) through the American College, Bryn Mawr, PA; and a member of several professional bodies that provide advice to the public(see: RealWealthMedia.co/rogerrelfe) and to State and Federal lawmakers. Specifically: www.universityfinancialsolutions.com website provides more details of what I do specifically for college planning and retirement which are inextricably tied, if anyone is be successful. I am On LinkedIn, Facebook under 90 Degrees West, LLC as well as my name.

Helping clients create financially safe retirement plans.


Highlights

1 employee
34 years in business
Serves Swansea , IL

Photos and videos


  • Reviews

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    Scott E.

    It was a pleasure working through the college planning process with Mr. Roger Relfe. He was able to effectively address our questions and financial planning concerns while creating and delivering a comprehensive SET4LIFE plan. We appreciated Rogers no-nonsense, honest and forthright approach.
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    February 18, 2021

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    Denis E.

    Roger’s seminar and his follow-on guidance were invaluable to us in completing the myriad of tasks required in narrowing our list of college choices, preparing applications, and creating effective financial packages. We appreciate Roger’s assistance with positioning us and our sons on a much better footing than we could have done on our own. Thank you Roger! Denis – Edwardsville
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    February 13, 2021

    Frequently asked questions

    We Visit mask to mask at 6ft+ to establish what is important to them, and share some free introductory advice about the untruths and myths that feature in the financial world, and around the water cooler, or more now on the internet!

    I have been in the financial services industry over 30 years, am a chartered financial consultant, which is a professional designation that represents comprehensive education and experience.  Keeping up to date with continuing education in the financial services is also important.


    Services offered

    Business Consulting
    Financial Services And Planning