About Kyle Rolek, CFP®
Born in Easton, PA, Kyle's education-first approach is in large part inspired by his parents who are both long-time Pennsylvania public school teachers.
Kyle attended Lafayette College and earned an Economics degree in 2009 (he started at Lafayette as pre-med, but switched to business during sophomore year after failing miserably at organic chemistry).
Following graduation, Kyle joined ING Financial Partners where he obtained the Certified Financial Planner designation. He'd also go on to complete Stanford University's Value Investing program.
In 2015, Kyle founded Rolek Retirement Planning. His aim was to design a comprehensive retirement planning process tailored to those nearing retirement.
Since then the firm has consistently grown, forming partnerships with experts in tax, law, and health insurance to provide one-stop, comprehensive retirement planning for those nearing retirement.
Learn more about our comprehensive process below.
We Help Clients...
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Determine the amount of money needed to retire
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Use investments to produce consistent income during retirement
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Minimize the impact of potential future tax increases
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Implement Roth Conversions in a way that’s tax efficient
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Determine appropriate health insurance for each life stage
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Plan for unexpected healthcare costs, including long-term care
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Get the most from your social security benefits
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Position survivors to remain financially secure for life
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Reduce or eliminate future estate and inheritance taxes
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Avoid common retirement planning pitfalls and mistakes
Learn how our retirement planning process can benefit you
Our Retirement Planning Process
1. Lifestyle Planning
- What will you do to enjoy yourself during retirement?
- Will any retirement lifestyle changes have a significant impact on your expenses?
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3. Income Planning
- Will your retirement income be enough to fund your expenses?
- When should you start social security? Which pension option should you select?
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5. Tax Planning
- How will potential future tax increases impact your long-term financial security?
- How can you reduce the harm that future tax increases may inflict on your plan?
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7. Estate Planning
- Will assets pass to beneficiaries in a way that’s intentional and tax-efficient?
- How can you minimize or eliminate potential estate and inheritance taxes?
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2. Expense Planning
- How much will you need to spend per year to live the life you want in retirement?
- How will inflation, taxes, and healthcare costs impact your expenses over time?
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4. Investment Planning
- How will you use your investments to generate income that lasts for life?
- How will you protect your investments from the many risks you’ll face during retirement?
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6. Healthcare Planning
- How much will you spend each year on health care costs in retirement?
- How can you protect assets from potential future long-term care expenses?
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8. Monitoring Plan
- How will you ensure your plan stays updated and on track throughout your retirement?
Our process handles the issues raised above and many others as part of one nicely organized, comprehensive plan.
Specialized
Our process is specifically optimized for those nearing retirement or already retired. We have deep understanding of the finer details needed to setup an effective plan.
Certified Financial Planner™
As a Certified Financial Planner™,
we meet well-established and rigorous educational and ethical standards on an ongoing basis for the benefit of our clients.
Comprehensive
High quality advice.
It’s the result of organizing all important aspects of retirement planning into one simple, well-organized plan.
Working With Us
We Provide One-Stop Comprehensive Retirement Planning For People Age 50+
1. Consultation
We discuss your concerns, goals, and how to prepare for retirement
2. Build Plan
We help you build a customized plan to accomplish your objectives
3. Monitor Plan
We keep your plan updated to protect your long-term financial security
Complete Form To Request Consultation
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View our Client Relationship Summary ("Form CRS") disclosure brochure here: Form CRS
View our Form ADV2A2B disclosure brochure here: Form ADV2A2B
Rolek Wealth Management, LLC ("Advisor") is a registered investment advisor. The information contained on this website is for informational purposes only and should not be considered investment advice or recommendations, nor should it be consider tax or legal advice. Consult a tax or legal advisor regarding your individual situation. Advice may only be provided after entering into an advisory agreement with Advisor.
Berwyn office: 1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312
Newtown office: 41 University Drive, Suite 400, Newtown, PA, 18940
Phone: 267-427-5667 | Email: kyle.rolek@rolekretirement.com
The office in Newtown is an office of convenience and is only used for client meetings.
View additional website disclosures here: Disclosures