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.
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Scott E.
Denis E.
Frequently asked questions
What is your typical process for working with a new customer?
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!
What education and/or training do you have that relates to your work?
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.