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  • Integrity.
  • Independence.
  • Peace of Mind.

Protecting Your Wealth,
Planning for Your Future

Our advisors specialize in financial planning for investors who are retired or expect to retire within five years.

Today, individuals retire earlier and live longer than ever before. The new wisdom is to plan for thirty years of retirement. We work with clients to free them from their concern that they will outlive their assets.

We are independent and fee-only, so our only loyalty is to you.

Retirement Planning

Wealth Management

Tax-Efficient Strategies

Latest Blog Posts


The best time to plant a tree was 20 years ago. The second best time is now. —Chinese Proverb

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Will the Economic Recovery Continue Without QE3?

By Rick Rodgers, August 19, 2014


The financial markets were initially nervous last year when the Federal Reserve first announced the QE3 cutbacks.

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Each financial institution has a unique default beneficiary sequence.

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Latest Newsletters

Three-Legged Stool

Investors have more control over their taxes in retirement than they think.

Learn more in Rick Rodgers’ book from Wiley & Sons, The New Three-Legged Stool »

Watch Rick Rodgers Introduce His Wealth Management Firm
Armstrong Manor

The Manor in Lancaster, Pennsylvania — home of Rodgers & Associates »

Rodgers & Associates
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437