Rolek Retirement Strategies

Nestled in the heart of Pennsylvania, Rolek Retirement Planning empowers individuals approaching retirement to confidently navigate their financial future. Founded in 2015 by Certified Financial Planner Kyle Rolek, our firm has become a trusted guide for navigating the complexities of retirement planning.

Our Expertise

We specialize in crafting comprehensive retirement plans that address the unique needs of individuals in their pre-retirement and post-retirement years. Our services include:

Personalized Retirement Planning

• Financial analysis and goal setting
• Investment planning and portfolio construction
• Tax optimization strategies
• Healthcare and long-term care planning
• Estate planning and asset protection
• Review and optimization of existing plans and accounts

A Collaborative Approach

We believe in fostering strong partnerships with clients. Our collaborative approach involves:

• Active listening and understanding your individual needs and aspirations
• Transparent communication and constant feedback throughout the process
• Working alongside you to implement and manage your personalized plan
• Regular reviews and adjustments to ensure your plan remains relevant and effective over time.

Our Comprehensive Planning Process

Our proven six-step process ensures a holistic and strategic approach to retirement planning:

1. Lifestyle Planning: Defining your vision for post-career life and its impact on your finances

2. Income Planning: Ensuring enough passive income to cover essential expenses and desired lifestyles

3. Tax Planning: Minimizing tax burdens through strategic account allocation and investment strategies

4. Estate Planning: Establishing clear instructions for asset distribution and inheritance

5. Expense Planning: Creating a realistic budget that accounts for inflation, variable expenses, and healthcare costs

6. Investment Planning: Building a diversified portfolio that aligns with your risk tolerance and retirement goals

Experience and Expertise

Founder and CEO Kyle Rolek leverages his extensive knowledge and experience to deliver clients unparalleled guidance. His background includes:

• Certified Financial Planner designation from the CFP Board
• Value Investing program completion from Stanford University
• Experience at ING Financial Partners

Ready to Plan for Your Golden Years?

Contact Rolek Retirement Planning today to schedule a complimentary consultation and discuss how we can help you achieve a secure and fulfilling retirement.