Whether you are new to financial planning, currently doing it yourself, or considering a move from your adviser, finding the right partner to help you navigate your unique retirement journey is one of the most important decisions you will ever make.
A Confident Retirement Starts with a Clear Plan
Whether you are new to financial planning, currently managing it on your own, or considering a change from your current adviser, choosing the right partner to guide you through your unique retirement journey is one of the most important decisions you’ll ever make. You have worked and saved diligently for your retirement. Now, how can you ensure that you are protecting your nest egg while also taking advantage of opportunities to enjoy your retirement?
Schedule a Call to learn more about how our expert advisers help their clients achieve their financial goals.
Finding an Expert
Industry “buzz words” often make it seem like all advisers offer the same services, but that is not the case. Building and maintaining a comprehensive financial strategy requires a personalized and detailed approach that encompasses all areas of your financial life, including investments, savings, taxes, estate & legacy planning, philanthropy, and more. This holistic strategy is essential for guiding you toward your retirement goals. Many advisers discuss these areas but may focus primarily on investments, often including disclaimers that they do not provide tax advice.
At Rodgers & Associates, we guide individuals and couples who are approaching or are already in retirement by creating personalized financial strategies rooted in trust, attention to detail, transparency, and decades of experience.
Your Personalized Retirement Journey, Guided by AGILE
Retirement planning is not a one-size-fits-all process; it’s a journey with distinct phases, each offering unique opportunities and potential challenges. That’s why we created the AGILE Retirement Framework: a proven, five-phase approach based on over two decades of helping clients successfully transition into and navigate through retirement.
Why Rodgers & Associates?
We’re Not Just Advisers—We’re Fiduciaries.
As fee-only fiduciary financial advisers, we act in your best interest. Always. There are no commissions involved that could create unnecessary conflicts of interest. This allows our team to concentrate on your needs and provide guidance that is centered around your goals.
What makes us different:
Our Core Services
Discover how we assist you in navigating every aspect of retirement:
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Retirement Income Planning
Create strategies to ensure your savings, Social Security, and other retirement income are reliable and sustainable.
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Investment Management
Build a disciplined, tax-efficient portfolio that minimizes risk and aligns with your retirement goals.
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Tax Planning
Coordinate your withdrawals and income to help reduce your tax burden effectively.
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Financial Planning
Develop a comprehensive financial plan that charts your course towards achieving and maintaining financial independence.
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Legacy & Estate Strategies
Make certain that your wealth is transferred purposefully by not just preparing the necessary assets and documents, but also by educating your heirs.
Let’s Talk About Your Retirement Goals
Use the form below to request a one-on-one conversation with a member of our team. There’s no pressure—this is simply an opportunity to discuss your needs, our services, and explore if Rodgers & Associates is the right fit for your retirement journey.
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Reliable Guidance for Lasting Relationships.
Selecting the right adviser involves more than just managing your finances; it’s about cultivating a long-term relationship built on trust, clarity, and shared objectives. At Rodgers & Associates, we are dedicated to helping you plan purposefully and retire with confidence.
