That's why our approach considers all aspects of your life as we create and implement your unique plan together. We view retirement in five distinct phases, which we call AGILE. In each phase, we help you navigate critical decisions and milestones on your path to reaching your goals.
We address your financial and personal considerations through a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice.The CFP Board's seven-step financial planning process guides our partnership, but we also uncover opportunities aimed to minimize taxes, risk, and expenses as we protect your wealth.
We address your financial and personal considerations through a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice.The CFP Board's seven-step financial planning process guides our partnership, but we also uncover opportunities aimed to minimize taxes, risk, and expenses as we protect your wealth.
Services
Rodgers & Associates is a wealth management firm located in Lancaster, PA. We focus on the needs and concerns of high-net-worth individuals who are retired or expect to retire within ten years. As a Fee-Only Registered Investment Adviser, we are, by law, fiduciaries for our clients. This means that we must act in our client's best interest at all times.
We take pride in our level of integrity, our depth of knowledge, and the quality of our service. The singular goal of each individual at Rodgers & Associates is to help clients become financially independent for retirement. Our team approach to client service has evolved over our 20+ years. By working together, we can take advantage of the strengths and experience of each person to make sure each client receives the same high-quality experience.
While we specialize in navigating the many financial decisions our clients face, our services also address retirees' lifestyle and personal considerations. When you have questions about retirement, we're here to help. Through regular check-ins with our clients, we understand their financial and personal lives, and make recommendations that can streamline their retirement years.
Our advisers offer information on topics that are important to those in or approaching retirement, from investment strategies to Medicare. Want to learn more? Visit the pages below to watch the videos and read related articles written by our experts. You are probably starting to realize some of the challenges and choices that will shape your retirement journey.
We present educational seminars as a complimentary service to our current and prospective clients and their guests. On the day prior to the seminar look for an email from us with the Zoom meeting link and if applicable, a link to download a PDF of the presentation. Is this a good year to accelerate your retirement income because you are in a low tax bracket?
Reviews (3)
Anonymous Reviews
Jan 19, 2020
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The people here are nice. I had a previous background in finance. Their fees are high. Also, they can show you a poorly designed financial calculator that tells you to liquidate your pensions and roll everything under there management.
Disappointed, went in expecting something different. Better than a typical wire house but still just very sales and high fee oriented.
This review won't make a difference. But I recommended looking around and finding an honest person who doesn't charge outrageous fees. The do exist. Just not here.
Disappointed, went in expecting something different. Better than a typical wire house but still just very sales and high fee oriented.
This review won't make a difference. But I recommended looking around and finding an honest person who doesn't charge outrageous fees. The do exist. Just not here.
George Bisignani
Nov 29, 2019
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I very much trust Rodgers and Associates. They work in my best interest and clearly strive to understand and achieve MY financial goals. I'm a tough time consuming customer. Rodgers Assoc always takes time with me and provide solid explanations about account performances. When we meet I never feel manipulated but assured all is being done to maintain MY financial independancy.
Mark Stierstorfer
Nov 04, 2019
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I have been very pleased with my relationship with my advisor at Rodgers and Associates. I have had several other advisors in the past. Unlike my previous financial advisors , they are fee only and sign a fiduciary oath putting my best interests first. They put together a comprehensive retirement plan based on my specific goals and situation. We meet on a regular basis to review my financial plan, and I can call at any time for advice. None of my previous advisors were Certified Financial Planners, as is my current advisor. In addition , they take a global approach to my retirement planning needs
