You’ve worked hard throughout your life, diligently building your retirement savings. Now that you have entered retirement or will retire soon, you want to ensure your accumulated wealth will last.
You need an adviser who understands the challenges you face. Someone who understands aspects of your retirement picture from investments and taxes to risk management and estate planning.
At Rodgers & Associates, we focus on financial planning primarily for high net worth investors who have already retired or will retire in the next five years. We help you manage your retirement savings and keep it working for you into the future, while steering you away from potential pitfalls that can derail your long-term plans.
Our approach is highly personalized with solutions tailored to your particular circumstances. So, whether you’re thinking about early retirement planning or searching for a dedicated financial adviser to help you navigate retirement more easily, we’d love to talk with you to see if we are a fit for your needs.
You expect retirement planning built just for you and your individual circumstances… and we believe that’s what we deliver. Coordinating your investments, taxes, and estate plan is what makes us different from sales reps and brokers. We believe this added value, coupled with our ongoing monitoring of your financial life, makes the difference between having peace of mind and succumbing to the financial stress that unpleasant surprises can bring.
Before we develop your personal wealth strategy, our financial advisers dedicate a great deal of time doing something we believe so many sales reps and brokers stopped doing a long time ago…
Listening to your goals, dreams and financial situation. As we listen, we begin to understand what your vision is for your retirement. This understanding helps your Rodgers & Associates’ financial adviser build solutions that bring your vision to life. With a written plan in hand – and attention paid to course corrections along the way – we implement and execute a strategy to move you toward your long-term financial goals. We can even help you with early retirement planning and provide guidance to sort out your options.
We’ve been helping clients throughout Lancaster, York, Harrisburg and across the country manage their wealth since 1996. Put our expertise to work for you. Contact us to get started!