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Client Centered

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.

Client Centered

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.

Client Centered

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

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

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

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

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

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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Success Stories
Read What Our Clients Are Saying

Read about real experiences from our clients.

Temi A.

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.

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.

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.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Learn More

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