Certified Financial Planners
Unique Retirement Planning Specialists
All our Certified Financial Planners™, and everyone on staff at Rodgers & Associates has signed a written ethics code. We specialize in the issues and concerns of those who are retired or about to be retired. We provide independent, personalized advice over the long term.
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Company History
Rick Rodgers, founder of Rodgers & Associates, began his career as a financial advisor in 1984 when he joined Shearson American Express. While his name and that of his company is sometimes misspelled as “Rogers & Associates,” it’s interesting to learn that Rodgers with a “d” (and therefore Rick Rodgers) is Irish, whereas “Rogers” without the “d” is German. He founded Rodgers & Associates in 1996.
Experienced Retirement Advisors
The financial advisers at Rodgers & Associates specialize in providing confidential financial services and advice to meet the needs of individuals who are retired or about to retire. The needs of this group are complex and require the knowledge of highly informed financial advisors. Our financial advisors must be trained in all facets of retirement planning including tax planning, estate planning, long-term and health care, retirement plan distributions and asset management and will maintain that knowledge through continuing education and study. We pledge to develop tax efficient financial strategies that will help ensure that our clients' standard of living is maintained through retirement.
Our core values are competence, integrity, and security.
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WealthGuard Process
WealthGuard™ is the ongoing process through which we at Rodgers & Associates develop and consistently monitor a client’s financial plan for retirement. Through this process of logical and professionally-accepted steps, our clients develop a sense that their plan is likely to provide them with a comfortable income through their retirement years.
The WealthGuard™ process involves four key steps:
- Plan Development
- Recommendations
- Implementation
- Reviewing and Monitoring
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The New Three-Legged Stool
In his new book, Rick tells the stories of how Rodgers & Associates has helped individuals get the most out of their retirement savings through careful tax planning. It's full of advice relevant to anyone who knows they need to plan for retirement but doesn't know how to allocate their savings.
Get more information at:
The New Three-Legged Stool Site