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.
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.
10 years before retirement
Develop a comprehensive plan to help ensure you will reach financial independence tax efficiently.Learn about phase 1 →
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 →
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 →
Stay focused on decisions related to taxes, Social Security, and investments to help ensure your savings last.Learn about phase 4 →
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 GuidesSee all guides →
The year before and the year after your retirement are a time to hone your plans for taxes, income, and healthcare. We’ve assembled what we believe are some of the most important information to consider as your big day draws near.Get the Guide
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 Guide
Our 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.
Rodgers & Associates Updates
The 39th Annual Hospice and Community Care Labor Day Auction successfully reached its goal of raising $1 million to help provide care and support for patients and families coping with…