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 After You Retire
Retirement planning doesn’t stop when you cash your last paycheck. Learn five critical issues to address if you want to get the most out of your retirement including timing of Social Security benefits, finding your purpose in retirement and passing on your legacy.
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
Rodgers & Associates Team News
We are excited to announce that two members of our professional services team have earned the Financial Paraplanner Qualified Professional™ designation. Nicole Kratz, Client Services Assistant and Michelle Sweigart, Lead…
Emerald’s Hometown Hero – October 2021: Rick & Jessica Rodgers
Rick and Jessica are long-time volunteers and supporters of the community. In 2016, they were chosen as the first recipient of the Susan C. and Gerald C. Eckert Service and…
Rodgers & Associates Receives Corporate Philanthropy Award from the Association of Fundraising Professionals
The Central Pennsylvania Chapter of the Association of Fundraising Professionals (AFP) recognizes leaders in philanthropy each year on National Philanthropy Day. This year the 2021 winner in the category of…
Rodgers & Associates was pleased to be a Presenting Sponsor for the 2021 Extraordinary Give.
Thank you Lancaster! On November 19, more than thirty thousand people across the community and the world came out to support 516 local organizations and raised more than $15 million! Those donations were STRETCHED by a pool of more than half a MILLION dollars from the Lancaster County Community Foundation, Rodgers & Associates, The High Foundation, and other community sponsors!
Rodgers & Associates Sponsors Vibrant Living Segments on ABC 27
The feature is designed to celebrate the countless ways to thrive over 55 and will air on the second and fourth Friday of each month starting January 8th, 2021.
