We know retirement is about far more than finances.
That’s why our approach considers all aspects of your life as we create and implement your unique plan together.
What We Provide
Tailored insight along your journey
We view retirement in five distinct phases, which we call AGILE. In each phase, we help you navigate critical decisions and milestones on your path to reaching your goals.
Services for every stage of retirement
We address your financial and personal considerations through a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice.
Our process
The CFP Board’s seven-step financial planning process guides our partnership, but we also uncover opportunities aimed to minimize taxes, risk, and expenses as we protect your wealth.
Not sure where to start?
Select your place in your retirement journey and see what you should be considering along the way.
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Assess Your Goals
10 years before retirement
Develop a comprehensive plan to help ensure you will reach financial independence tax efficiently.
Learn about phase 1 → -
Get Ready
2–9 years before retirement
Reach a solid financial position through a disciplined approach to managing changes in the years leading up to retirement.
Learn about phase 2 → -
Implement the Plan
1 year before and into retirement
Transition to financial independence and fine-tune your plan to prepare for post-retirement taxes and healthcare.
Learn about phase 3 → -
Live the Dream
In retirement
Stay focused on decisions related to taxes, Social Security, and investments to help ensure your savings last.
Learn about phase 4 → -
Embrace Family & Legacy
Beyond retirement
Take an active role in teaching the next generation how to handle wealth and the responsibility that comes with it.
Learn about phase 5 →
Download Our Complementary Retirement Guides
See all guides →
Five Things to Know Before You Retire
Retirement is a journey that starts long before your last day of work. Learn five ways to help make the transition seamless by taking control of your finances now—and planning for a worry-free future.
Get the Guide
Five Things to Know When Transitioning to Retirement
The year before and the year after you retire are critical for many reasons. Your decisions set the course for the rest of your life; some can be hard to reverse. Most people spend their entire lives earning a paycheck and putting money away for retirement. Now it’s time to start drawing from savings, and they worry about how long their savings will last.
Get the Guide
Five Things to Know After You Retire
Planning for retirement doesn’t stop when you retire. Are you eager to find a new passion? Do you want to sleep late and take your coffee by the pool? Retirement presents the opportunity to reset your rhythm. To make the most of the upcoming years, the trick is to decide what interests you want to pursue.
Get the GuideOur Latest Insights
Educational retirement focused information from our team of advisers.
Assisting Clients In and Approaching Retirement
Our Project Wealth video series addresses common questions and provides guidance on topics that help you navigate your retirement journey.
Company News
Rodgers & Associates Updates
Long Time Adviser Lee Pelko Retires
Congratulations to Lead Financial Adviser Lee Pelko on her recent retirement. We thank her for her 20 years of service helping our clients with their retirement goals. Best wishes to…
Building a Legacy of Volunteerism
Susan Connors, and her son Reese, have been volunteering together at the Hospice & Community Care Labor Day Auction for years. Their service together has taught Reese some important lessons. Read…
Gabrielle Gioia, CFP® is quoted in For Women First Magazine
How long should you keep tax returns since the IRS can audit you beyond 3 years? Read the article here to find out: For Women First Magazine