About Us

Medicare.
Social Security.
Estate Planning.
Life Insurance.
Long-term Care.

All critical issues for retirees. Issues that we understand and coordinate for your peace of mind.

Rodgers & Associates is a wealth management firm specializing in all aspects of investment, tax, risk management, retirement, and estate planning for high net-worth individuals. As so many advisers attempt to be all things to all people, we’ve chosen to focus on the issues and concerns of those investors who are retired or expect to retire within five years.