We know retirement is about far more than finances.
That’s why our approach considers all aspects of your life as we create and implement your unique plan together.
What We Provide
Tailored insight along your journey
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.
Services for every stage of retirement
We address your financial and personal considerations through a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice.
Our process
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.
Not sure where to start?
Select your place in your retirement journey and see what you should be considering along the way.
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Assess Your Goals
10 years before retirement
Develop a comprehensive plan to help ensure you will reach financial independence tax efficiently.
Learn about phase 1 → -
Get Ready
2–9 years before retirement
Reach a solid financial position through a disciplined approach to managing changes in the years leading up to retirement.
Learn about phase 2 → -
Implement the Plan
1 year before and into retirement
Transition to financial independence and fine-tune your plan to prepare for post-retirement taxes and healthcare.
Learn about phase 3 → -
Live the Dream
In retirement
Stay focused on decisions related to taxes, Social Security, and investments to help ensure your savings last.
Learn about phase 4 → -
Embrace Family & Legacy
Beyond retirement
Take an active role in teaching the next generation how to handle wealth and the responsibility that comes with it.
Learn about phase 5 →
Our Latest Insights
Educational retirement focused information from our team of advisers.
Assisting Clients In and Approaching Retirement
Our Project Wealth video series addresses common questions and provides guidance on topics that help you navigate your retirement journey.
Company News
Rodgers & Associates Updates
Co-founder Jessica Rodgers will Retire 12/31/25
Since co-founding Rodgers & Associates in 1996, Jessica has been the steadfast engine powering our firm’s success. Words cannot adequately convey our gratitude, or the immense value Jessy has brought to…
UDS Gift Wrapping at Park City Mall!
Our team had the honor of volunteering with UDS at their gift wrapping booth this year. This was their 55th year having a booth at Park City Mall! We helped relieve…
Patrick Carney, CFP® and Manager of Adviser Services, is quoted in Lancaster Online.
Downsizing could cost more, but it still may be the right move for you. Read the article here to find out more: LancasterOnline