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How does the advisor help clients – Key Takeaways:
ROLEK RETIREMENT PLANNING is a seasoned financial expert, specializing in retirement planning. They offer a range of financial services and cater to a diverse clientele. Read on to find out more about the firm and how they assist their clients in achieving their financial goals.
Facts and Insights
ROLEK RETIREMENT PLANNING has been in business for over 15 years and has built a strong reputation in the industry. They have a team of experienced advisors who have a deep understanding of the financial market and trends. The firm prides itself on providing personalized and comprehensive financial planning services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
ROLEK RETIREMENT PLANNING offers a wide range of financial services to its clients. These services include retirement planning, investment management, tax planning, and insurance planning. Their team of advisors works closely with clients to create customized plans that are tailored to their individual needs and financial goals.
Client Types
The firm caters to a diverse range of clients, including individuals and families, high net worth individuals, and small businesses. They have the expertise and resources to serve clients from various industries and backgrounds.
Fees & Compensation
ROLEK RETIREMENT PLANNING charges a percentage of assets under management as their fee. This fee structure aligns the advisor’s interests with the client’s, as the more the assets grow, the more the advisor earns. The firm believes in transparency and only charges fees that are fully disclosed to clients.
Background
The founder of ROLEK RETIREMENT PLANNING, Mr. John Rolek, has over 25 years of experience in the financial industry. He holds numerous industry certifications and is dedicated to helping clients achieve financial security and peace of mind. The firm’s team of advisors are also highly qualified and undergo regular training to stay updated on industry trends and best practices.
Financial Advisor Disclosures to Know
ROLEK RETIREMENT PLANNING is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and are held to a high standard of ethical conduct. The firm has a clean disciplinary record and has not faced any legal or regulatory issues in the past.