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.

Estate Planning

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

Tax-Efficient Strategies

Keep more of your money with tax-efficient strategies.

Latest Newsletters

2 Ways to Help Children and Grandchildren Financially…Without Spoiling Them

April 18, 2019

We all start out life by working for money. The goal should be to put some of the money we work for aside regularly and invest it.

3 Factors That Affect When to Take Social Security Benefits

April 4, 2019

One of the most important retirement planning decisions to make will be deciding when to draw Social Security benefits. It is a difficult decision in general because there are a lot of factors to consider.

All Newsletters »

Latest Blog Posts

Is Your Adviser Worthy of Your Trust?

By Lee Pelko, April 18, 2019

It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.

Retroactive Social Security Benefits: Is it right for you?

By Erika Eckman, March 21, 2019

If you are over your full retirement age, you have the option to back-date your application up to six months. This is almost never the best strategy.

The 4 Estate Planning Documents Everyone Should Have

By Robin Russo, February 21, 2019

Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.

All Blog Posts »

Latest Updates

Rick Rodgers’ Podcast Interview

Rick Rodgers was a guest on the Money Tree Podcast. He shared some information on long term tax strategies. You can listen to the interview here.

Rick Rodgers is Guest on WITF Smart Talk

Rick was a guest on the first WITF Radio Smart Talk program that aired on October 8^th of 2008. Ten years later he participated in Smart Ta

lk's anniversary broadcast to look back at the recession and the factors that had an impact on the recovery.

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

Protecting Your Wealth, Planning for Your Future