Retirement Planning Is Our Speciality.
Comprehensive retirement planning for people age 50+ is all we do.
Complete form to request consultation.
Complete the form, call Kyle Rolek at 267-427-5667, or email email@example.com
Learn How To:
Protect your long-term financial security
Determine the amount of money needed to retire
Create your own goals for a "successful retirement"
Plan your retirement income to maintain a comfortable living standard
Setup income distributions from 401k, 403b, and IRA accounts
Establish an "income plan" that identifies which accounts make financial sense to take income from first
Organize your investment accounts to carefully manage risk
Maximize Social Security, including spousal, survivor, and divorcee benefits
Choose between lump sum and monthly income pension options
Prevent out of control healthcare costs during retirement
Avoid delays, taxes, and legal challenges with estate planning
Convert your Traditional IRA to a Roth IRA
Save money on taxes before and during retirement
And many other retirement planning tips and techniques...
Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner
When Should Prospective Clients Contact You?
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.
Latest Blog Posts
Retirement Planning is Dynamic…
Our Latest Insights Are Shared Below.