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Retirement Planning Is Our Speciality. Near Wayne.

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 kyle.rolek@rolekretirement.com

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Thanks! Watch our video below "What Happens Next..." to learn more about next steps.

 

Our office closest to Wayne 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.

Learn How To:

  1. Protect your long-term financial security

  2. Determine the amount of money needed to retire

  3. Create your own goals for a "successful retirement"

  4. Plan your retirement income to maintain a comfortable living standard

  5. Setup income distributions from 401k, 403b, and IRA accounts

  6. Establish an "income plan" that identifies which accounts make financial sense to take income from first

  7. Organize your investment accounts to carefully manage risk 

  8. Maximize Social Security, including spousal, survivor, and divorcee benefits

  9. Choose between lump sum and monthly income pension options

  10. Prevent out of control healthcare costs during retirement

  11. Avoid delays, taxes, and legal challenges with estate planning

  12. Convert your Traditional IRA to a Roth IRA

  13. 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

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