AGILE Phase One: Assess Your Goals - Rodgers & Associates
Phase 1

10 years before retirement

Assess Your Goals

The decade before retirement is the most critical time for planning and is a large factor in estab­lishing your retirement success.

This is when you will determine both how much you can spend in your retirement and the likelihood your funds will last your lifetime. Your compre­hensive written plan should cover the decisions needed to guide the plan so that every­thing comes together for a smooth, tax-efficient retirement.

adam sclafani at his desk

Get guidance on your retirement journey

Our expert advisers can help you create a plan and navigate questions you face.

Call us at 717–560‑3800, schedule a call using our online scheduler, or complete the form below to get started.

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  1. Assess Your Goals

    10 years before retirement

    Develop a compre­hensive plan to help ensure you will reach financial indepen­dence tax efficiently.

    You are here

  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 →