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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 terms reflect the current market pricing, not the quality, of particular bonds.

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Retiring Early? Maybe the ACA Can Help

By Rick Rodgers, April 8, 2014

The Affordable Care Act (ACA) may provide an opportunity to make early retirement a possibility.

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The simplicity of the solution may surprise you.

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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