Our Company

Rodgers & Associates,  an SEC Registered Investment Adviser offers financial planning, tax planning and investment counseling to retirees and pre-retirees with over $500,000 of investable assets. Our specialty is helping people plan for and manage their retirement by providing them with professional, personalized service. If you are tired of endless sales pitches and are searching for a financial planner that understands the intricacies of retirement planning and the unique concerns retirees share, you have come to the right place. Our advisers offer all aspects of Financial Planning including Investment Advisory Service, Retirement Rollover Advice, Estate Tax and Income Tax Planning and Estate Transfer Planning to individuals who are retired or about to retire.

New clients are accepted on a fee basis and our relationships are built upon a commitment to listening to and understanding our clients’ financial needs and personal concerns. This part of the process is critical to the success of any financial plan. After we agree on the client’s goals, we create an individualized financial plan using our unique WealthGuard™ planning process. Our plans are designed to help each client achieve their goals with as little risk as possible and to help provide them with increased peace of mind. At Rodgers & Associates our financial advisers create unique financial solutions, and provide an extraordinary amount of personal service no matter what your profile as an investor may be.

The purpose of this site is to provide:

• Our current clients with a place to go to find out what is happening at Rodgers & Associates and to have an easy way of communicating with us, at their convenience.
• Our current clients with access to the latest information available regarding what's happening in the financial markets all in one easily accessible centralized location.
• Information on planning and investing that we believe is relevant to our existing clients and potential new relationships as well. We want you to know how much we value these relationships and to have information available to help you understand the benefits of working with Rodgers & Associates. We hope that by making this information available we can help make a prospective client's decision to hire us an easy one.

We hope you will find our website enjoyable and beneficial. Feel free to explore and please don't hesitate to contact us with any questions or comments. Thank you for visiting us in our virtual office.

For prospective clients we offer up to two hours of consultation with an ultimate goal of preparing a written financial plan tailored to their individual needs. Unlike some other planners, we believe you should see the quality of our work before you decide to employ our services. The plan and up to two hours of consultation are free. If at that time you decide we can provide a service that fits your needs we would be happy to discuss beginning a new relationship. Please contact us to arrange for your free consultation.