Rodgers & Associates financial advisers specialize in financial planning for investors who are retired or expect to retire within five years.
Today, individuals retire earlier and live longer than ever before. The new wisdom is to plan for thirty years of retirement. We work with clients to free them from their concern that they will outlive their assets.
Rodgers & Associates is independent and fee-only, so our only loyalty is to you.
WITF will host a sneak preview of “When I’m 65," a new PBS special that challenges longstanding myths about retirement, Tuesday, October 25 from 6 to 8 PM at the Public Media Center in Harrisburg. WITF’s Scott LaMar will moderate a discussion with financial experts covering practical tips, investor education and more. Panelists to include: Consumer Advocate Mary Bach, professionals from the PA Department of Banking and Securities and Rick Rodgers CFP®, CRPC®. Register for this free event here.
Rodgers & Associates is a wealth management firm located in Lancaster, PA. Our financial advisers offer fee-only financial planning to clients in the Central Pennsylvania area as well as across the country.
As a Registered Investment Adviser (RIA), we are held to a fiduciary responsibility, placing our clients’ interests above all others.
We believe that objective Certified Financial Planner™ professionals and members of the National Association of Personal Financial Advisors (NAPFA) represent their clients’ best interests throughout the planning process.
Our wealth management service extends beyond asset and investment management to include tax planning, charitable giving and estate planning, creating efficiencies wherever possible.
Our team of financial planners follows our proprietary six-point process, WealthGuard™, as they work with you to help protect the wealth you’ve built.
For each of our clients, we develop, follow, and maintain a written plan for financial independence and a worry-free retirement.