Rolek Retirement Planning
Retirement Fiduciary Certified Consultation

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 kyle.rolek@rolekretirement.com to schedule a consultation.

Request Consultation
Call Out Box One Call Out Box One

Retirement Planning Expertise

Request Consultation
 
Call Out Box Two

Fiduciary Financial Advisor

Request Consultation
 
Call Out Box Three

Certified Financial Planner

Request Consultation
 

Helpful Content

A Bucket Plan to Go with Your Bucket List

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

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Pullbacks, Corrections, and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow