Rodgers & Associates

At Rodgers & Associates, we are committed to helping our clients achieve financial independence and a secure retirement. Our team of professionals is dedicated to providing personalized guidance and support every step of the way. As a fee-only financial advisory firm, we specialize in serving high-net-worth individuals and families who are approaching or in retirement. With expertise in investment management, social security guidance, estate planning, and healthcare advice, we are dedicated to helping our clients achieve their financial goals.

Our Approach

At Rodgers & Associates, we believe that every individual's financial journey is unique. That's why we take a personalized approach to financial planning, tailored to each client's specific needs and goals. Our AGILE strategy is a five-phase process that helps our clients navigate critical decisions and milestones on their path to reaching their financial goals.

Our Services

Our comprehensive suite of services includes:

• Investment Management: We help our clients create a customized investment strategy that aligns with their financial goals and risk tolerance.
• Social Security Guidance: We help our clients optimize their social security benefits to maximize their retirement income.
• Estate Planning: We assist our clients in creating a comprehensive estate plan that protects their legacy and preserves their wealth for future generations.
• Healthcare Advice: We provide guidance on healthcare-related financial planning, including long-term care and Medicare planning.

Our Process

At Rodgers & Associates, we believe that financial planning is a collaborative process. Our team of professionals will work closely with you to understand your goals, risk tolerance, and financial situation. We will then provide you with a customized plan that takes into account all aspects of your financial life.

Meet the Team

At Rodgers & Associates, our team of professionals is dedicated to providing exceptional service and guidance to our clients. Meet our team, and learn more about their experience and expertise.