Steps of financial planning

Fee-Only Financial Planning

. . . A Better Way of Doing Business

We believe the fee-only approach is best for people looking for unbiased, independent advice. In any type of relationship where commissions are involved (including a “fee-based” compensation structure), the potential for conflicts of interest between you and your adviser is high.

If the person you are working with is a registered representative for an insurance company or broker, they’re probably a salesperson, paid to sell to you from a limited list of recommended products. That means the quality of your retirement planning may be influenced by the amount of the commission they will earn — and not necessarily what’s right for you.

We don’t work for commissions, ever. We don’t have sales incentives, third-party compensation or a limited list of preferred products. We are fee-only and as such, the only fee we earn is the fee we earn directly from our clients.

Our wish is to become long-term partners with our clients. To do this, our team of experienced wealth advisers remain unbiased and independent, while consistently offering highly personalized service and comprehensive solutions tailored to each family’s unique situation.

A Registered Investment Advisor

Rodgers & Associates is a Registered Investment Advisor (RIA). Our clients can have peace of mind knowing our fiduciary responsibility is to them and that we have a legal obligation to put their interests before ours or disclose where conflicts of interest are present. Always, without question or compromise by the incentive of a commission and without affiliations or allegiances to any other service provider or broker.

Our Registered Investment Advisor (RIA) firm is held to a Fiduciary Standard. We will always put our clients’ interests first and will always act solely in their best interest or disclose where conflicts of interest are present. We have to. It’s the law. And it’s an edict we regard as sacrosanct.

Our Services

We consolidate and coordinate your assets, taxes, and investments to make sure everything works together . . . and works efficiently. Our services include:

  • Integrated financial, tax, and investment strategies
  • Retirement planning
  • Risk management
  • Estate planning
  • Charitable planning

WealthGuard

Our unique process for protecting what you’ve built is a proprietary sixpoint process we call WealthGuard.

Are We Right for You?

Our clients are discerning individuals and families seeking a long-term relationship with an independent adviser acting in their best interests.

You know you need to prepare for and protect your family’s financial future . . . Could a relationship with Rodgers & Associates be right for you?

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437