Rodgers & Associates

The right partner can help you gain the confidence to enjoy your retirement and live life fully. For almost 30 years, Rodgers & Associates has been guiding clients on their unique retirement journey. Using their AGILE approach to retirement, they help individuals and families prepare for retirement, smoothly transition, and ultimately live the retirement they have envisioned and worked so hard for. Regular client meetings and holistic financial planning builds the roadmap to successfully navigate taxes, investments, legacy and estate planning, healthcare, charitable giving, and other financial decisions. As fiduciaries, they put their clients first and provide advice in their best interest. As fee-only advisers, their team reduces conflicts of interest by never charging commissions.
The Team
12 financial advisers and 12 leadership and support team members
History
Specializing in retirement for almost 30 years



Learn more about Rodgers & Associates: rodgers-associates.com