Rehoboth Financial Planning, Inc.

Rehoboth Financial Planning, Inc. provides portfolio management and financial planning services primarily to individual clients. The firm offers discretionary management with an Investment Policy Statement for each client and advises broadly on mutual funds, equities, ETFs, fixed income and insurance products, including annuities.

The firm’s investment process combines fundamental analysis with a long‑term trading orientation and tailors model allocations to each client’s goals, time horizon and documented risk tolerance. Accounts are monitored on an ongoing basis, with reporting delivered through the chosen custodian and the firm often operating under discretionary authority for trade execution.

Distinctive for an independent, single‑advisor practice, the firm’s principal is a licensed insurance agent and the brochure discloses that supervised persons may receive commissions for insurance and annuity sales; the firm documents and discloses these conflicts and notes clients may obtain recommended products from other providers. The firm also requires clients to use a specific custodian (Altruist Financial LLC) and discloses that its representative(s) provide ancillary tax‑preparation services, each of which the firm says it manages through disclosure and review procedures.