Man Sailing During Retirement
  • Integrity.
  • Independence.
  • Peace of Mind.

Protecting Your Wealth,
Planning for Your Future

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.

Our Services Include

Retirement Planning

Get personalized advice and guidance to help achieve your retirement goals.
Read More

Estate Planning

Strategies to preserve the wealth you’ve worked so hard to build.
Read More

Tax-Efficient Strategies

Keep more of your money with tax-efficient strategies.
Read More

Latest Newsletters

Why Optimism Can be Good for Investing

March 21, 2019

You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.

How Do Retirees Get Paid in Retirement?

March 7, 2019

What happens when the paychecks stop, and retirement begins? It is one of the most pressing questions we hear from people approaching retirement.

All Newsletters »

Latest Blog Posts

If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.

Read more »

Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.

Read more »

Complexity abounds with respect to a RSU or option decision.

Read more »

All Blog Posts »

Latest Updates

Rick Rodgers’ Podcast Interview
Rick Rodgers was a guest on the Money Tree Podcast. He shared some information on long term tax strategies. You can listen to the interview here.

 

Building Legacies that Last
Rick Rodgers will be presenting the seminar Building Legacies that Last for Dayspring Christian Academy on March 28th at 7PM. This presentation will explain the key drivers to post-transition success used by wealthy families to pass their values and assets onto the next generation. For more information and to register please visit the Dayspring website.

 

Rick Rodgers is Guest on WITF Smart Talk
Rick was a guest on the first WITF Radio Smart Talk program that aired on October 8th of 2008. Ten years later he participated in Smart Talk's anniversary broadcast to look back at the recession and the factors that had an impact on the recovery.

 

Don’t Retire Broke was reviewed by LNP
Rick’s book, Don't Retire Broke: An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom, was recently reviewed by Jon Ferguson of LNP. You can read the review here.

 

AS SEEN ON TV
Have you seen our advisers in the Project Wealth segments on WGAL TV 8? Each video focuses on an important financial topic and is designed to help people make smart decisions about wealth. Click here to watch Project Wealth.

 

The Manor in Lancaster, PA

The Manor in Lancaster, Pennsylvania — home of Rodgers & Associates »

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.
  •  

    *Registration as an investment adviser does not imply any level of skill or training.

Don't Retire Broke:

An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom

Using easy-to-understand language and real-life examples, Rick teaches you how you can avoid savings pitfalls and costly tax mistakes—many you may not even know about—to help you enjoy the retirement lifestyle you want.

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