Protecting Your Wealth,
Planning for Your Future

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What’s the Difference Between Premium Bonds and Discount Bonds?

By Robin Russo, July 19, 2018

The terms reflect the current market pricing, not the quality, of particular bonds.

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Why You Should Consider Donating Stock to Your Church in 2018

By Erika Eckman, June 21, 2018

How to pay it forward in 5 easy steps

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Are Gifts to Children Tax-Deductible?

By Rick Rodgers, June 18, 2018

There is a way to receive a partial deduction for money that will eventually go to your children.

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Latest Updates

Rotary Club of Lancaster Community Service Award

Rick and Jessica Rodgers were awarded the Rotary Club of Lancaster’s Community Service Award for their impact in the community. Recognized for giving of their time and support to many local causes and programs that benefit the Lancaster Community including the Extraordinary Give, Lancaster County Council of Churches Food Bank and the Fulton Theatre. They were awarded a check for a charity of their choice. They designated for it to support the programs of the Lancaster County Council of Churches. In the spirit of the Extraordinary Give, Rick and Jessy decided to match the award, doubling its impact.

 

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, 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