Retirement Planning Is Our Speciality. Near Villanova.
Comprehensive retirement planning for people age 50+ is all we do.
Complete the form to request consultation.
REQUEST 1-ON-1 SESSION
Complete the form, call Kyle Rolek at 267-427-5667, or email kyle.rolek@rolekretirement.com
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...
Our office closest to Villanova is located off Route 202 and Route 252, minutes from Valley Forge National Historical Park and the King of Prussia Mall, in Berwyn.
Our address is 1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312. We are surrounded by ample free parking. Call 267-427-5667 for detailed directions.
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.
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