Man Sailing During Retirement
  • 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.
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Estate Planning

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

Keep more of your money with tax-efficient strategies.
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Latest Newsletters

A Guide to Required Minimum Distribution Rules for IRAs and Employer Plans

November 1, 2018

RMD rules are similar for both types of accounts, but there are some differences.

Medicare Supplement Insurance Plans

October 18, 2018

Medicare does not cover everything. Medicare is divided into three parts: Part A, Part B, and Part D.

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Latest Blog Posts

Contributions made to a 529 are made with after tax dollars, but the earnings on the contributions grow tax deferred, and withdrawals made for qualified expenses are tax free.

Read more »

HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.

Read more »

How To Title Your Cars To Limit Liability

By Lee Pelko, August 16, 2018

Understanding how your assets are titled is a major tool to protect your wealth.

Read more »

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Latest Updates

Rodgers & Associates Returns As A Presenting Sponsor Of The Extraordinary Give
Friday, November 16th is Lancaster County's Largest Day of Online Giving. The Extraordinary Give is a chance for you to be a part of this community-wide celebration of giving. Click here for a message from Rick Rodgers about this great event.

 

Rodgers & Associates Will Again Serve As A Drop-Off Location For Toys For Tots
Please consider bringing a new, unwrapped toy to donate when you visit our office from now until December 7th.  We are located at 2025 Lititz Pike, Lancaster PA 17601.

 

Rick Rodgers is Guest on WITF Smart Talk
Rick was a guest on the first WITF Radio Smart Talk program that aired on October 8th of 2008. Ten years later he participated in Smart Talk's anniversary broadcast to look back at the recession and the factors that had an impact on the recovery.

 

Rodgers & Associates is pleased to once again partner with Millersville University’s Performing Arts as the 2018-2019 season Platinum Partner to provide cultural opportunities to the community.

 

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.

 

The Manor in Lancaster, PA

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.
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    *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
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437