Rodgers & Associates is a fee-only financial advisory firm based in Lexington, KY, specializing in helping high-net worth individuals achieve financial independence for retirement. With a focus on putting clients' interests first, their team of professionals provides tailored insight and coordinated services to address both financial and personal considerations throughout every stage of retirement.
Through their AGILE strategy process, Rodgers & Associates guides clients in navigating critical decisions and milestones, while also uncovering opportunities to minimize taxes, risk, and expenses. Their comprehensive approach includes investment management, social security guidance, estate planning, and healthcare advice, ensuring that clients are well-prepared to live their dream retirement and embrace their family legacy beyond retirement.
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