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.
Read More

Estate Planning

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

Tax-Efficient Strategies

Keep more of your money with tax-efficient strategies.
Read More

Latest Newsletters

5 Keys to Financial Success, Revisited

October 4, 2018

Johnny Depp was the fifth highest-paid actor in 2016 earning $48 million. Unfortunately, almost all of Depp’s entire $8.7 billion fortune is now gone.

Advantages of International Investments Against a Weak Dollar

September 20, 2018

The U.S. dollar has been growing in strength over the past few years. When we talk about the dollar’s strength or weakness, we are referring to its value versus other currencies.

All Newsletters »

Latest Blog Posts

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 »

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

Read more »

All Blog Posts »

Latest Updates

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.

 

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, 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.
  •  

    *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