Retirement Planning Is Our Speciality.

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

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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.

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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What Do We Do as a Retirement Planning Specialist?

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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

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Why Comprehensive 

Retirement Planning?

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

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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When Should Prospective Clients Contact You?

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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. 

Kyle Rolek

Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner

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What Happens Next After Someone Contacts You?

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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?

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

very MOTIVATING.

Latest Blog Posts

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Retirement Planning is Dynamic…

Our Latest Insights Are Shared Below.