Question 1

What services does Rodgers & Associates provide?

Accepted Answer

Rodgers & Associates is a financial adviser and wealth management firm that specializes in planning for financial independence during retirement. They offer a range of coordinated services, including investment management, social security guidance, estate planning, and healthcare advice.

Question 2

How long has Rodgers & Associates been in business?

Accepted Answer

Rodgers & Associates has over twenty-five years of experience in the industry, having been established in Lancaster, PA.

Question 3

What is the firm's approach to retirement planning?

Accepted Answer

Rodgers & Associates takes a holistic approach to retirement planning, considering all aspects of the client's life. They view retirement in five distinct phases and help their clients navigate critical decisions and milestones along the way.

Question 4

What sets Rodgers & Associates apart from other financial advisers?

Accepted Answer

Rodgers & Associates is a fee-only firm, meaning they focus on putting their clients' interests first. They also aim to minimize taxes, risk, and expenses as they protect their clients' wealth.

Question 5

How can I get started with Rodgers & Associates?

Accepted Answer

Rodgers & Associates encourages clients to assess their goals and determine where they are in their retirement journey. They offer free retirement guides to help clients get started and understand the process.

Rodgers & Associates

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About Rodgers & Associates

Frequently Asked Questions about Rodgers & Associates

What services does Rodgers & Associates provide?

How long has Rodgers & Associates been in business?

What is the firm's approach to retirement planning?

What sets Rodgers & Associates apart from other financial advisers?

How can I get started with Rodgers & Associates?

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