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 email@example.com to schedule a consultation.Request Consultation
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
For many, retirement includes contributing their time and talents to an organization in need.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Calculating your potential Social Security benefit is a three-step process.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know these three personal finance sayings?