Retirement Planning Is Our Speciality.

Comprehensive retirement planning for people age 50+ is all we do!

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Complete the form to request a 1-on-1

retirement planning session!

Learn How To:

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1. Protect your long-term financial security

2. Determine the amount of money needed to retire

3. Create your own goals for a "successful retirement"

4. Plan your retirement income to maintain a comfortable living standard

5. Setup income distributions from 401k, 403b, and IRA accounts

6. Establish an "income plan" that identifies which accounts make financial sense to take income from first

7. Organize your investment accounts to carefully manage risk 

8. Maximize Social Security, including spousal, survivor, and divorcee benefits

9. Choose between lump sum and monthly income pension options

10. Prevent out of control healthcare costs during retirement

11. Avoid delays, taxes, and legal challenges with estate planning

12. Convert your Traditional IRA to a Roth IRA

13. Save money on taxes before and during retirement

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And many other retirement planning tips and techniques...

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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What Do We Do as a Retirement Planning Specialist?

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This video describes what we do as a retirement planning SPECIALIST, fiduciary financial advisor, and certified financial planner.  

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

Why Comprehensive Retirement Planning?

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This video discusses why we do COMPREHENSIVE planning versus the alternative of only providing one service such as investment advice. 

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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When Should Prospective Clients Contact You?

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Prospective clients should contact us when they are within 10 years or so of wanting to retire from full-time work, or when they are already retired. This niche is our SPECIALTY. 

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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What Happens Next After Someone Contacts You?

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This video discusses what happens after completing the form at the top of the page to a request a 1-on-1 session.

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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What Do You Like Most About Retirement Planning?

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This video discusses what makes working as a retirement planning specialist unique, enjoyable, and MOTIVATING.

Latest Blog Posts

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Retirement Planning is Dynamic…

Our Latest Insights Are Shared Below.