Rodgers and Associates Revenue and Competitors

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. *Registration as an investment adviser does not imply any level of skill or training.