Ideal Client Profile

I work with people who are age 50+ and ready to get serious about retirement planning.

My clients see the value in:

LONG-TERM PLANNING

  • My clients generally have the ability to see the big picture and think long term. I work best with people who want a planning relationship that’s built to last for the duration of their retirement.

A COMPREHENSIVE APPROACH

  • I believe that integrating all aspects of retirement into one comprehensive plan is essential for producing the best long-term outcomes.

QUALITY PROFESSIONAL ADVICE

  • As the retirement planning landscape becomes increasingly complex, it's important to ensure that the advice you receive comes from a source that understands how to navigate it. Comprehensive retirement planning is all that I do.

PERSONAL RELATIONSHIPS

  • Relationships are the foundation of everything that I do.

Email me at kyle.rolek@rolekretirement.com to learn more.