AGILE Retirement Phases - Rodgers & Associates

Navigating Your Retirement Journey

Everyone’s retirement journey is unique and has different goals, challenges, and oppor­tu­nities. We are here to guide you along the way.

You will need to make many important decisions and, in many cases, you will not get a second chance to get it right. Rodgers & Associates is here to help you navigate your journey leading up to and through retirement by planning ahead, answering your questions, and keeping you on track.

Our AGILE Retirement Framework

Turning your retirement goals into reality takes planning and dedication. Through over 20 years of experience working with clients on their retirement journey, we’ve identified 5 phases of retirement, which we call AGILE. Each of the 5 phases presents unique planning oppor­tu­nities and pitfalls. It takes knowledge, skill, experience, and disci­pline to navigate these phases. As retirement specialists, our advisers guide clients like you on their retirement journey every day. Retirement planning isn’t just something we do; it’s our specialty.

Along the way, we’ll discuss the progress of your journey and what lies ahead, assess new findings, and create a plan that keeps you moving forward. We use our full range of services to provide you with what you need to make the most of your retirement.

Call (717) 560‑3800 today to chat with us about your unique journey.

The AGILE Phases

Select your place in your retirement journey and learn about important things to consider along the way.

  1. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
senior couple kayaking

Forging your own path

Some of life’s greatest adven­tures are yet to be discovered. Rodgers & Associates’ AGILE retirement framework accounts for life’s unexpected events.

We can help you find ways to address unexpected events and give you infor­mation and advice to get you back on your way.

older couple smiling after kayaking on a creek

Addressing milestones along your journey

Maybe you decided to buy a vacation home earlier than planned. Perhaps funding your grandchild’s education has become a priority. Even a move to a retirement community can come unexpectedly. These types of important changes don’t need to disrupt your retirement journey. We can help you find ways to address unexpected events and give you the infor­mation and guidance you need to get you back on your way. In fact, because we have seen many of these unexpected events, we can often prepare you for them before they happen.

Your Personal Retirement Adviser

We have guided many clients to fulfilling retire­ments and can use our expertise to help you on your journey as well. Our vast knowledge can guide you through pitfalls you may not know exist. We are here to help protect your retirement.

The economic climate ebbs and flows. Laws and policies that affect your future are ever-changing. And just when you think you have it all figured out, life happens. Our advisers monitor all aspects of your plan and financial life, and when an oppor­tunity or challenge arises, we will be ready to act.

barbara smith

Let’s talk about how to take the next steps on your journey.

Schedule a call with us or complete the form below to get started.

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