Retirement Planning – Rodgers & Associates

Rodgers & Associates, an SEC-Registered Investment Adviser, offers financial planning, tax planning and investment counseling to individuals in retirement or preparing to retire with more than $500,000 of investable assets. Our specialty is helping people plan for and manage their retirement by providing them with professional, personalized service.

Financial Planners and Retirement Experts

If you are tired of endless sales pitches and are searching for a financial planner that understands the intricacies of retirement planning and the unique concerns retirees share, Rodgers & Associates may be right for you. Our advisers help our clients in all aspects of financial planning, including investment advisory service, retirement rollover advice, estate tax and income tax planning and estate transfer planning to individuals who are retired or about to retire.

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Ready for Retirement?

Accurate assessments look at your:

  • Investments
  • Cash and savings
  • Debts
  • Lifestyle plans for retirement

Call us for a complete walkthrough.

Fee-Only Financial Planners

You have the choice of working with advisors who get compensated by commissions, by a combination of fees and commissions (often called fee-based), or somebody who earns only the fees you pay them (fee-only).

The Fee-Only Difference

There are many reasons why a fee-only relationship with your financial adviser may work best for you. Read more...

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