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December 2008
Rodgers & Associates family is growing again. On December 20th Mike and Michele Helveston welcomed their second child, Jack Michael into the world. He weighed 6 pounds and was 19 3/4 inches long. We wish them all the best with their new baby!
November 2008
Advisers Rick Rodgers, Mike Helveston, Alan Campbell and Lee Pelko participated in the NAPFA, TD Ameritrade and Kiplinger sponsored Your Money Bus stop in Harrisburg PA. Click here to view the photos and read the blog about the stop.
http://www.yourmoneybus.com/TourBlog.html
October 2008
Rodgers & Associates Adviser Mike Helveston's interview about NAPFA's Your Money Bus tour coming to Harrisburg on Wednesday, November 12th from 10 AM to 2 PM. For more information visit www.yourmoneybus.com or watch the WGAL TV video here.
Rick Rodgers interview with Katelyn Smith on WGAL TV regarding the proposed Wall Street rescue plan and it's impact on the average person.
September 2008
Alan Campbell quote from interview on WITF Radio. Click Here.
Rick Rodgers interview with Brian Roche of News 8 WGAL.
Rodgers & Associates announces the newest member of our family. Ethan Michael Smith was born on September 15th to Barbara and Brandon Smith. To see pictures please follow this link and enter smith as the last name and ethan as the secret word.
August 2008
Alan Campbell earns CFP Designation
Alan Campbell, CFP®, Financial Planner at Rodgers & Associates in Lancaster, PA has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements. Mr. Campbell holds an MBA and a Masters degree in Personal Financial Planning from Texas Tech University and has worked at Rodgers & Associates since January 2006 and is a part of the Wealth Management team working with families to develop efficient strategies for retirement. Alan, his wife and two children live in East Hempfield Township in Lancaster County.
July 2008
Rodgers & Associates named as one of the nation’s Top Wealth Managers.
Rodgers & Associates, The Retirement Specialists, located at 647 East Roseville Road, Lancaster, was again recognized in the July Issue of Wealth Manager Magazine as one of the country’s Top Wealth Managers. Rodgers & Associates is a locally owned independent Wealth Management Firm that specializes in guiding retirees and pre-retirees through retirement. Rodgers & Associates was one of only 25 Pennsylvania firms and was named for the sixth consecutive year. SEC Registered Investment Advisers have a fiduciary obligation to always act in the clients’ best interest. Rick Rodgers who founded the firm in 1996 is a CERTIFIED FINANCIAL PLANNER™ professional with over twenty years experience. Wealth Manager’s annual ranking of Top Wealth Managers is based on the asset value of each participating wealth manager's average client relationship as of December 31, 2007 and is calculated by dividing the total client assets under management by the total number of client relationships. Rodgers & Associates was ranked 404 of 478 wealth managers.
June 2008
IN THE NEWS: Rick Rodgers was interviewed by Brian Roche for a News 8 On Your Side segment dealing with long term auto financing which was aired on Thursday, June 12th during the 6 PM newscast. Watch it by clicking here.
January 2008
Rick Rodgers quoted in Central Penn Business Journal -
http://www.centralpennbusiness.com/weekly_article.asp?aID=0170773.7249667.836550.5557328.7708929.440&aID2=64341
November 2007
Rick Rodgers named as one of the nations Top Financial Advisers by Reuters Advice Point
Reuters Honours Top Financial Advisers Nationwide
New York, NY, November 19, 2007 – Reuters (LSE: RTR; NASDAQ:RTRSY), the global information company, today announced the launch of Reuters AdvicePoint™, an online community connecting investors with financial advisers in an atmosphere of trust and confidence.
Reuters AdvicePoint provides an online forum in which investors can easily find financial advisers and experts tailored to their specific needs. This community combines Reuters news and Lipper investment information with collaborative tools and exclusive financial adviser profiles.
As part of the launch, Reuters released the Top Advisers 2008 list recognizing top financial advisers in the US. Advisers were asked to complete an online survey regarding the metrics of their practice, and resulting submissions were tabulated and grouped by geographic regions. Quantitative criteria were used to benchmark advisers in categories including location, assets under management, and niche client focus (e.g., professions, language, average client net-worth, etc.).
With 212 Registered Investment Advisers, 171 Registered Representatives, and 102 dual registered representatives recognized in this list from a larger pool of nominations, Top Advisers 2008 acknowledges all types of financial advisers.
Also recognized were the three recipients of the Community Service awards, Stephen Cohn of Sage Financial Group, Barry Glassman of Cassaday & Co., and jointly, Gary Greenbaum and Tom Orrechio of Greenbaum and Orrechio. The Community Service awards recognize three financial advisers who have demonstrated extraordinary individual dedication to non-profit organizations in local communities.
"With the increase in investors seeking the assistance of a financial adviser, Reuters AdvicePoint aims to become the place where investors connect with financial advisers and other financial experts," said Scott Parry, general manager, Reuters AdvicePoint. "While most financial web sites are there to serve the self-directed investor, Reuters AdvicePoint provides financial advisers with a rare opportunity to communicate with a community of investors that are actively looking to be advised. Top Advisers 2008 is just one of the ways in which Reuters AdvicePoint helps investors connect with financial advisers who are best suited to address their unique issues."
Reuters AdvicePoint “Top Manager” recognition is based on quantitative criteria including multi-year growth of average assets per client assets under management and niche client focus (e.g., professions, language, average client net-worth, etc.). Awardees were determined by geographic region.
August 2007
Rodgers & Associates named as one of the nation’s Top Wealth Managers for fifth time.
Rodgers & Associates, The Retirement Specialists, located at 647 East Roseville Road, Lancaster, was recognized in the July Issue of Wealth Manager Magazine as one of the country’s Top Wealth Managers. Rodgers & Associates is a locally owned fee-only independent Wealth Management Firm that specializes in guiding retirees and pre-retirees through retirement. Rodgers & Associates was one of only 25 Pennsylvania firms and was named for the fifth consecutive year. SEC Registered Investment Advisers have a fiduciary obligation to always act in the clients’ best interest. Rick Rodgers who founded the firm in 1996 is a CERTIFIED FINANCIAL PLANNER™ professional with over twenty years experience. Wealth Manager’s annual ranking of Top Wealth Managers is based on the asset value of each participating wealth manager’s average client relationship as of December 31, 2006 and is calculated by dividing the total client assets under management by the total number of client relationships. Rodgers & Associates was ranked 401 of 464 wealth managers.
Rodgers & Associates participates in free “Jump start your retirement” planning days.
Mike Helveston, CFP® of Rodgers & Associates, The Retirement Specialists, located at 647 East Roseville Road, Lancaster, will be participating in two days of free retirement advice. For the sixth time, Kiplinger’s Magazine and The National Association of Personal Financial Advisors (NAPFA) are teaming up to offer free retirement advice. From 9 a.m. to 6 p.m. eastern time on Friday, August 17, and Thursday, August 30, NAPFA members across the U.S. will be standing by to answer your questions.
Normally, these fee-only planners, who are well versed in investments, taxes, insurance, estate planning and saving for college and retirement, charge clients $100 to $250 an hour. But on Jump-Start Days, you don’t pay a cent -- not even for the phone call. Just dial 888-919-2345 and a NAPFA adviser will respond to your question. Or, if you prefer, you can e-mail your question in advance starting August 1 to jumpstart@kiplinger.com and a NAPFA adviser will reply on one of the Jump-Start dates. Rodgers & Associates is a locally owned fee-only independent Wealth Management Firm that specializes in guiding retirees and pre-retirees through retirement. SEC Registered Investment Advisers have a fiduciary obligation to always act in the clients’ best interest.
For more information please visit here
June 2007
Lita “Lee” Pelko named Registered Financial Advisor by NAPFA
Rick Rodgers, President of Rodgers & Associates in Lancaster, announced that Lita “Lee” Pelko has been granted Registered Financial Advisor status by the National Association of Personal Financial Planners (NAPFA). This status in NAPFA is granted only to Fee-Only financial advisors who are paid directly by their clients and submit a comprehensive financial plan for peer review. NAPFA members receive no commissions for selling financial products which create potential conflicts of interest that may serve to undermine the adviser’s objectivity.
In addition to strenuous compensation standards NAPFA has some of the industry’s most rigorous education and training requirements. All NAPFA members are required to sign and adhere to the NAPFA Fiduciary Oath, in which they explicitly promise to always “place the interests of the client first”. NAPFA’s continuing education requirements exceed those of any other association of financial advisors.
Rodgers & Associates is a locally owned independent Wealth Management Firm that specializes in guiding retirees and pre-retirees through retirement. The firm is a Fee-Only SEC Registered Investment Adviser. Lee is a CERTIFIED FINANCIAL PLANNER™ professional.
Samaritan Center announces Rodgers & Associates as Ethics in Business finalist.
The Samaritan Counseling Center announced its final nominees for its first Ethics in Business Award. The center received more than 30 nominations in three categories.
Finalists in the not-for-profit category include: Lancaster County Conservancy, Lancaster Day Care Center, Love INC. and Visiting Nurses Association. Seven for-profit nominees include: Four Seasons Produce, The High Companies, The Horst Group, Jones Family of Dealerships, Lancaster Laboratories Inc., Lawn Equipment Parts Co. and Rodgers & Associates.
Individual finalists include: Thomas Beeman, president and CEO of Lancaster General Hospital; Gary Clouser, president of Brethren Village; Garry Ganse of Ganse Apothecary and Red Rose Awards; Gerald Meck, CEO of United Disabilities Services; Stephen Powell, president of Powell Steel Corp.; Scott Scheffey, president and strategic director of Scheffey Integrated Marketing; and Phil Wenger, founder of Isaac’s Restaurant and Deli.
Winners will be announced in June.
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