Our Mission. Your Goals.

Our priority is helping you take care of yourself and your family. We want to help you dig deep into your personal financial situation by identifying your problem areas (if any), goals and better understand your risk tolerance. in order to come up with custom strategies for your individual situation.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Our Approach

Consider us your Coaches in organizing your financial life by addressing your entire financial landscape and we will continuously monitor your progress as you work toward your goals.

Our Approach

Consider us your Coaches in organizing your financial life by addressing your entire financial landscape and we will continuously monitor your progress as you work toward your goals.

Our Approach

Consider us your Coaches in organizing your financial life by addressing your entire financial landscape and we will continuously monitor your progress as you work towards your goals.

Focus On What Matters Most

Let us focus on your financial goals so you can take care of everything else.

Our Services

Personal Finance

Everything from budgeting, cash flow management, debt management, planning for large purchases (home or car). We got you covered.

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Retirement

Through our comprehensive approach, we will help you develop customized retirement strategies that address your individual needs and goals. so that you do not have to worry about your finances in your golden years.

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Business Planning

A good financial plan for a business helps keep you focused on operation and helps track progress as your business grows. This is very useful for when new challenges arise, and when unexpected crises hit. Let us help you set your business up for success

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Lifestyle

Planning for a bright financial future should not stop you from living life to the fullest today! Let us help you come up with a plan to live your best life.

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Estate

No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.

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Read What Our Clients Are Saying

Read about real experiences from our clients.

Temi A.

"My experience with Rehoboth Financial has been quite impactful. Both my husband and I have a better understanding of how to make important financial decisions and we've been able to expand our portfolio and majorly reduce debt! I definitely recommend this service 👌🏾"

Raolat O.

"I was very satisfied with the services Rehoboth Financial provided during my 1:1 session with them in 2021. They were very knowledgeable on financial planning and provided resources on how to kick start my future retirement savings. They were also diligent in following up with me incase i had any questions. Overall, great customer service and will recommend to anyone."

Farida A.

"My experience with Rehoboth Financial has been phenomenal. They have helped me tremendously when it comes to planning financially for the future. They paid close attention to addressing my questions and ensuring I had a solid understanding of my finances. I highly recommend their services!"

Take Charge of Your 401(k) & 403(b)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.