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.
This award is given to an individual who has devoted time and resources to improving the Lancaster community. Utilizing their God given gifts and resources, they have repaired structures or programs that have atrophied; they have made a significant investment of time, talent, or money in an existing social service organization; Or they have created a new structure or program to improve the lives and well-being of those in our community. Click here for more information.
Congratulations, clients and friends! Thanks to your generous hearts and others within Lancaster County, Extraordinary Give was once again a smashing success. Together we raised $10,550,282 to support organizations that will enhance the lives of our local community.
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.
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.
IMPORTANT INFORMATION FOR RODGERS & ASSOCIATES' CLIENTS AND PROSPECTIVE CLIENTS:
In accordance with Governor Wolf’s directive, our physical office is closed. We are continuing to operate our regular business hours and are available to our clients via telephone and email.