Next Steps - Rodgers & Associates
The Next Step

A message from our Co-Founder and President Rick Rodgers

You’ve met with a Rodgers & Associates’ adviser to review your financial goals and objec­tives. If you are ready to take the next step to prepare for financial indepen­dence, please call Business Devel­opment Specialist Clint Krushinsky at (717) 560‑3800 to start the process.

If you have questions about your financial plan or Rodgers & Associates’ services, Clint will work with the adviser to help you get the infor­mation you need to make a fully informed decision.

Get to Know Us

The adviser inter­views below explain our philosophy and how we help our clients meet their goals. Below the videos are additional ways to get to know us.

  • Why Rodgers & Associates?

    Mike Helveston, CFP®, CRPC®

  • Asset Allocation and Rebalancing

    Tiffany Leherr, CFP®, CRPC®, CDFA®

  • Tax Efficiency and the New Three-Legged Stool

    Patrick Carney, CFP®, CRPC®

  • Estate Planning is More than Having a Will

    Lee Pelko, CFP®, CRPC®

  • Why is a Written Financial Plan Important?

    Erika Eckman, CRPC®

  • The Value of the CFP® Designation

    Jeremie Patrick, CFP®, CRPC®

Additional ways to learn about Rodgers & Associates:

Explore our website.

Read recent blog posts.

Be our guest at an upcoming educa­tional seminar. View and register for upcoming seminars.

Watch more of our videos.