Business Details
11 Years
experience
Your Trusted Retirement Planning Partner in Berwyn, PA
Founded in 2015 by Certified Financial Planner Kyle Rolek, our firm specializes in comprehensive retirement planning tailored to individuals aged 50+. With a foundation built on rigorous financial education and practical experience, we combine expertise in tax, law, and healthcare to create personalized strategies. Our process addresses income, investment, tax, and estate planning, ensuring clients navigate retirement with confidence.Partnering with industry specialists, we deliver one-stop solutions designed to minimize risks and maximize financial security. Our commitment to transparency and ongoing plan monitoring reflects our dedication to long-term client success.
Services
Life Planning
Income Planning
Tax Planning
Estate Planning
Investment Planning
Healthcare Planning
Roth Conversions
Social Security Optimization
Details
- Year established: 2015
Highlights and features
- We offer 8+ years of specialized retirement planning expertise
- Our team partners with tax, legal, and healthcare specialists
- We implement a structured 8-phase retirement planning process
- Our founder holds the Certified Financial Planner designation
- We provide Pennsylvania-specific tax planning expertise
Associations and certifications
- Certified Financial Planner Board
- Registered Investment Advisor
Services
Life Planning
We help clients design their ideal retirement lifestyle while analyzing how lifestyle choices impact financial needs. Our process considers housing changes, travel plans, and activity levels to create realistic spending projections. This foundational planning ensures financial strategies align with personal goals.
Tax Planning
Our Pennsylvania-specific tax expertise minimizes future tax liabilities through strategic Roth conversions and income management. We analyze state and federal tax implications to preserve wealth across generations. Ongoing tax strategy adjustments protect against legislative changes affecting retirees.
Healthcare Planning
We develop strategies to manage healthcare expenses including Medicare enrollment, supplemental insurance selection, and long-term care protection. Our plans account for inflation-adjusted medical costs and potential out-of-pocket expenses throughout retirement.
Estate Planning
Through coordinated legal partnerships, we create tax-efficient wealth transfer strategies. Our approach ensures assets pass to beneficiaries according to client wishes while minimizing estate taxes and administrative burdens.
Income Planning
We optimize Social Security claiming strategies and pension elections to maximize lifetime income. Our analysis considers market conditions, life expectancy, and tax implications to create sustainable income streams that complement investment portfolios.
People
Kyle Rolek
Founder & Certified Financial Planner
Certified Financial Planner with 15+ years experience in retirement planning. Former ING Financial Partners advisor and Stanford Value Investing program graduate. Founded Rolek Retirement Planning in 2015 to specialize in comprehensive retirement strategies.
Questions
What retirement planning services do you offer?
We provide comprehensive planning covering income, tax, healthcare, estate, and investment strategies tailored to those nearing retirement.
Do you specialize in Pennsylvania retirement planning?
Yes, we offer Pennsylvania-specific tax planning expertise while serving clients nationwide through virtual consultations.
What is your retirement planning process?
Our 8-phase process includes life planning, expense projections, income optimization, tax strategies, healthcare planning, and ongoing plan monitoring.
Are you a Certified Financial Planner?
Yes, our founder Kyle Rolek holds the Certified Financial Planner designation since 2012.
Do you offer retirement planning courses?
We provide educational courses covering all aspects of retirement planning with take-home workbooks and personalized Q&A sessions.
How do you handle long-term care planning?
We incorporate long-term care insurance strategies and asset protection techniques to safeguard against unexpected healthcare costs.
