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 Rodgers was named the 2015 Small Business Person of the Year at the Lancaster Chamber of Commerce and Industry’s 143rd Annual Dinner on May 27th.
You may view a video and find out more about the award here.
Erika Eckman has successfully completed the Chartered Retirement Planning CounselorSM or (CRPC®) Professional Designation Program, from the College for Financial Planning®. To earn this designation, Erika completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process.
Rick Rodgers, president of Rodgers & Associates, was quoted in a LNP Sunday News article titled Change is in the air for retirement advisers. You can link to the online version here to read about the Department of Labor’s proposal regarding the fiduciary standard.
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.