Retirement Planning – Unbiased Advice to Enhance Your Financial Future

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.

Why Rodgers & Associates is Different

  • Our advisers don’t work on commission and avoid any relationships with product providers, so we won’t be unduly influenced in our recommendations to you.
  • We don’t have sales quotas or accept any compensation from third parties.
  • We work on a fee-only basis as a fiduciary for you all the time. The only compensation we earn comes from you.
  • We focus on much more than just your investments. Our approach can help ensure the aspects of your retirement are working together efficiently.

What You Can Expect from Us

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.

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!

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437