Retirement Planning Is Our Speciality. Near Langhorne.
Comprehensive retirement planning for people age 50+ is all we do!
Complete the form to request a 1-on-1 retirement planning session!
REQUEST 1-ON-1 SESSION
Complete the form, call Kyle Rolek at 267-427-5667, or email
Our office closest to Langhorne is located off Newtown Yardley Road (Newtown Bypass) and Woodburne Road, minutes from the Newtown Athletic Club and Shady Brook Farm, in Newtown.
Our address is 41 University Drive, Suite 400, Newtown, PA, 18940. We are surrounded by ample free parking. Call 267-427-5667 for detailed directions.
Learn How To:
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Protect your long-term financial security
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Determine the amount of money needed to retire
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Create your own goals for a "successful retirement"
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Plan your retirement income to maintain a comfortable living standard
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Setup income distributions from 401k, 403b, and IRA accounts
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Establish an "income plan" that identifies which accounts make financial sense to take income from first
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Organize your investment accounts to carefully manage risk
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Maximize Social Security, including spousal, survivor, and divorcee benefits
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Choose between lump sum and monthly income pension options
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Prevent out of control healthcare costs during retirement
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Avoid delays, taxes, and legal challenges with estate planning
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Convert your Traditional IRA to a Roth IRA
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Save money on taxes before and during retirement
And many other retirement planning tips and techniques...
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.
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.
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.
Kyle Rolek
Retirement Planning Specialist, Fiduciary Financial Advisor, Certified Financial Planner
What Do You Like Most About Retirement Planning?
This video discusses what makes working as a retirement planning specialist unique, enjoyable, and very MOTIVATING.
Latest Blog Posts
Retirement Planning is Dynamic…
Our Latest Insights Are Shared Below.
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....
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...
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...