"I love Specialized Financial Advisors in Lancaster, PA - Rodgers & Associates"

2022-06-11 08:12:40

Skip to content (717) 560-3800 Menu Close menu × 717-560-3800 Project WealthSeminarsRetirement GuidesClient Area HomeServicesApproachAGILEStrategyProcessAboutOur TeamThe ManorCommunityFAQsBlogContact 717-560-3800 rodgers-associates.com Protecting YourWealth.Planning YourFuture. We are fee-only financial advisers who focus on helping you become finan­cially independent for retirement. Together, we specialize in the needs of high-net worth investors and provide ongoing guidance that puts your interests first. Learn about our approach We know retirement is about far more thanfinances.That’s why our approach considers all aspects of your life as we create and implement your unique plantogether.What WeProvideTailored insight along yourjourneyWe 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 yourgoals.Under­stand yourjourneyServices for every stage ofretirementWe address your financial and personal consid­er­a­tions through arange of coordi­nated services, including investment management, social security guidance, estate planning, and healthcare advice.What weofferOur processThe 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 yourwealth.See ourprocessNot sure where tostart?Select your place in your retirement journey and see what you should be considering along the way. A Assess YourGoals 10 years before retirement Develop acompre­hensive plan to help ensure you will reach financial indepen­dence tax efficiently. Learn about phase1→ G Get Ready 2–9 years before retirement Reach asolid financial position through adisci­plined approach to managing changes in the years leading up to retirement. Learn about phase2→ I Implement thePlan 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 phase3→ L Live theDream In retirement Stay focused on decisions related to taxes, Social Security, and invest­ments to help ensure your savingslast. Learn about phase4→ E Embrace Family &Legacy Beyond retirement Take an active role in teaching the next gener­ation how to handle wealth and the respon­si­bility that comes withit. Learn about phase5→ Download Our Complementary RetirementGuides See allguides→ Five Things to Know Before YouRetire Retirement is ajourney that starts long before your last day of work. Learn 5ways to help make the transition seamless by taking control of your finances now—and planning for aworry-free future. Get theGuide Five Things to Know After YouRetire Retirement planning doesn’t stop when you cash your last paycheck. Learn five critical issues to address if you want to get the most out of your retirement including timing of Social Security benefits, finding your purpose in retirement and passing on yourlegacy. Get theGuide Our LatestInsights Educa­tional retirement focused infor­mation from our team ofadvisers. See all blogposts Jun 8, 2022 What’s aBond Ladder and How Does ItWork? Read post Jun 1, 2022 How to Make the Most of aDownturn Read post May 25, 2022 Every Retiree Needs aSpending Plan: Here’s Where toStart Read post Assisting Clients In and Approaching RetirementOur team of professionals and Certified Financial Planners™ serves clients in and around CentralPennsylvania as well as across the country.About Rodgers & AssociatesMeet our teamOur Project Wealth video series addresses common questions and provides guidance on topics that help you navigate your retirement journey.Explore our educa­tionalvideos Company News Rodgers &Associates Updates View allupdates Dec 28, 2021 Rodgers &Associates TeamNews We are excited to announce that two members of our profes­sional services team have earned the Financial Paraplanner Qualified Profes­sional™ desig­nation. Nicole Kratz, Client Services Assistant and Michelle Sweigart, Lead… Read update Dec 23, 2021 Emerald’s Hometown Hero – October 2021: Rick&Jessica Rodgers Rick and Jessica are long-time volun­teers and supporters of the community. In 2016, they were chosen as the first recipient of the Susan C. and Gerald C. Eckert Serviceand… Read update Nov 22, 2021 Rodgers &Associates Receives Corporate Philanthropy Award from the Association of Fundraising Professionals The Central Pennsyl­vania Chapter of the Associ­ation of Fundraising Profes­sionals (AFP) recog­nizes leaders in philan­thropy each year on National Philan­thropy Day. This year the 2021 winner in the categoryof… Read update Rodgers &Associates was pleased to be aPresenting Sponsor for the 2021 Extraordinary Give.Thank you Lancaster! On November 19, more than thirty thousand people across the community and the world came out to support 516 local organi­za­tions and raised more than $15 million! Those donations were STRETCHED by apool of more than half aMILLION dollars from the Lancaster County Community Foundation, Rodgers &Associates, The High Foundation, and other community sponsors!Learn more about the Extra­or­dinaryGiveRodgers &Associates Sponsors Vibrant Living Segments on ABC27The feature is designed to celebrate the countless ways to thrive over 55 and will air on the second and fourth Friday of each month starting January 8th, 2021.Learn more about thesegmentSign up for our newsletter and get timely insights from ouradvisers. © 2022 Rodgers & Associates. Website by Infantree. Rodgers & Associates 2025 LititzPike Lancaster, PA 17601 717–560-3800 888–876-3437 LinkedIn Facebook YouTube FAQsContactNewsletterClient AreaAGILE PhasesProject WealthRetirement GuidesSeminarsSitemap Form CRSRodgers &Associates FormADVRA Financial Services FormADVPrivacy Policy © 2022 Rodgers & Associates. Website by Infantree. 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