Rodgers & Associates financial advisers 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.
Rodgers & Associates is independent and fee-only, so our only loyalty is to you.
We are proud to announce Rick and Jessica Rodgers received the Central Penn Business Journals 2016 Spirit of Philanthropy Award on November 7th. This award recognizes a person (or company), who has made a meaningful impact on the well-being of the Central Pennsylvania community through their generous and significant charitable contributions
Congratulations, clients and friends! Thanks to your generous hearts and others within Lancaster County, Extraordinary Give was once again a smashing success. Together we raised $7,167,707 to support organizations that will enhance the lives of our local community.
Rick Rodgers CFP®, participated in a panel discussion on the documentary When I’m 65 which aired on WITF-TV channel 33 on Sunday, October 30th. The panel discussion was moderated by WITF’s Smart Talk host Scott LaMar and was sponsored by the Pennsylvania Department of Banking and Securities. The documentary explores how our financial and lifestyle choices today can have a significant impact on our retirement savings.
Rodgers & Associates is a wealth management firm located in Lancaster, PA. Our financial advisers offer fee-only financial planning to clients in the Central Pennsylvania area as well as across the country.
As a Registered Investment Adviser (RIA), we are held to a fiduciary responsibility, placing our clients’ interests above all others.
We believe that objective Certified Financial Planner™ professionals and members of the National Association of Personal Financial Advisors (NAPFA) represent their clients’ best interests throughout the planning process.
Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
Our team of financial planners follows our proprietary six-point process, WealthGuard™, as they work with you to help protect the wealth you’ve built.
For each of our clients, we develop, follow, and maintain a written plan for financial independence and a worry-free retirement.