How Do I Find a Fiduciary Financial Advisor and Certified Financial Planner?
First, only work with a Fiduciary Financial Advisor and Certified Financial Planner who will sign a statement attesting to the fact that they will not receive hidden commissions or hidden fees and will provide advice they firmly believe is in your best interest at all times if you decide to work with them. This will help you find a Fiduciary Financial Advisor and Certified Financial Planner you can trust. We will gladly sign such a statement. (Read more about why this is so important here: The Fiduciary Difference)
Second, chose a Fiduciary Financial Advisor and Certified Financial Planner who specializes in exactly what you need. We specialize in retirement planning. Retirement planning is all we do. (Read more about us here: Why Rolek)
We work with those planning to retire from their full-time jobs within the next 10 years or so and those who are already retired. We provide focused, written, actionable, comprehensive financial plans. (Read more about our retirement planning process here: Our Process)
We primarily serve Pennsylvania clients in the Greater Philadelphia area including Berwyn, Villanova, Malvern, Newtown, Langhorne and many other local towns nearby.
If you would like to discuss hiring us to be your personal Fiduciary Financial Advisor and Certified Financial Planner, either click the "Request Consultation" button, call 267-427-5667, or email firstname.lastname@example.org to schedule a consultation.Request Consultation
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For homeowners who think their property taxes are too high, there are ways to appeal.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Building wealth requires protection from the forces of wealth destruction.
Do you have an estate strategy? You should.
Try these activities to keep your brain sharp.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
Smart investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
How do the markets usually react to elections? Was the 2016 election any different?