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What Do You Hope To Gain From Retirement Planning?

Complete the form to request a 1-on-1 consultation

Retirement Planning Is Our Speciality.

Our mentality is that we'll do whatever it takes to protect our clients' long-term financial security.

We are a Pennsylvania Registered Investment Advisor, Fiduciary Financial Advisor, and Certified Financial Planner.

 

Fill in the "Request Consultation" form and we'll be in touch to schedule a 1-on-1 meeting.

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Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

What Do We Do as a Retirement Planning Specialist?

This video details, step-by-step, what we do as a retirement planning SPECIALIST, fiduciary financial advisor, and certified financial planner. 

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

Why Comprehensive 

Retirement Planning?

This video discusses why we do COMPREHENSIVE planning versus the alternative of only providing one service such as investment advice. 

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Kyle Rolek

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 SPECIALITY. 

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Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

What Happens Next After Someone Contacts You?

This video discusses step-by-step details of what happens between completing the REQUEST CONSULTATION form all the way through wrapping up the 1-on-1 consultation. 

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What Do You Like Most About Retirement Planning?

This video discusses what makes working as a retirement planning specialist unique, enjoyable, and

very MOTIVATING.

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Latest Blog Posts

Retirement Planning is Dynamic…

Our Latest Insights Are Shared Below.

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July 13, 2020, 11:21:33 PM

Retiring in PA vs. FL vs. SC

This article compares retiring in Pennsylvania with other popular retirement destinations for Pennsylvanians: Florida and South Carolina....

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July 13, 2020, 1:54:41 PM

Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...

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July 13, 2020, 1:09:31 PM

Does PA Tax Retirement Income?

Does Pennsylvania tax retirement income? Is social security income taxable in PA? Are pensions taxable in PA? Does Pennsylvania tax IRA...