We weren't able to afford Roger's excellent services.  However, the advice he gave us to benefit our students,  who are now doing very well, is much appreciated.  Also, and because of his broader advice, he provided, by referral, an expert in relation to a Government Program, covering personal needs, to which we had been told there was no chance of receiving for Jamie; that resulted in one success when we were suffering.  Equally, the college planning advice helped us and our children move forward in our lives to what is now a brighter future on most fronts. Thank you for your professionalism and personal attention to our needs.  

Jamie and Wendy, May 2021

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

Scott and Katie E, O’Fallon, IL

“Rogers’s advice was indispensable in helping us navigate, plan and pay for our two sons’ college education. We saved money and lessened the anxiety surrounding this process. We highly recommend his advice.”

Scott and Anna, clients since 2011

“Thank you so much for sending me the graduation/birthday card, and for helping me along my college journey!”

Madyson graduated in the top 10% of her class.

Madyson, client since 2016