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.
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Estate Planning

Strategies to preserve the wealth you’ve worked so hard to build.
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Tax-Efficient Strategies

Keep more of your money with tax-efficient strategies.
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Latest Newsletters

What Part Will Social Security Play in Your Retirement?

December 13, 2018

Retirees drawing Social Security benefits received a 2.8 percent cost of living adjustment (COLA) in 2019. This is the largest COLA increase since 2011.

What You Need to Know About Retirement Contribution Limits

November 29, 2018

Saving more tax-free dollars for retirement got easier in 2019 after a six-year wait! The inflation-adjusted maximum annual contribution for a Roth IRA finally increased to $6,000.

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Latest Blog Posts

Below are four areas where parents can positively influence their children to help them build sound financial skills and a healthy relationship with money.

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Contributions made to a 529 are made with after tax dollars, but the earnings on the contributions grow tax deferred, and withdrawals made for qualified expenses are tax free.

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HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.

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Latest Updates

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 $10,234,026.68 to support organizations that will enhance the lives of our local community. Click here for a message from Rick Rodgers about this great event.

 

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.

 

Rodgers & Associates is pleased to once again partner with Millersville University’s Performing Arts as the 2018-2019 season Platinum Partner to provide cultural opportunities to the community.

 

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.
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    *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