Rodgers & Associates

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586 Buckingham Ln

Lexington, KY 40503

+1 (859) 223-7481

https://rodgers-associates.com

Rodgers & Associates is a fee-only financial advisory firm based in Lexington, KY, dedicated to helping high-net-worth investors achieve financial independence for retirement. Their AGILE Strategy Process encompasses five distinct phases, allowing clients to navigate essential decisions and milestones throughout their retirement journey.

Offering a comprehensive range of services, including investment management, social security guidance, estate planning, and healthcare advice, the firm focuses on addressing both the financial and personal considerations of retirement. With a commitment to prioritizing client interests, Rodgers & Associates provides tailored insights and support to ensure a successful transition into and through retirement.

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