Your Premier Partner for
Financial Excellence

According to National Financial Educators Council (NFEC), a lack of financial knowledge and not knowing how to manage your personal finances is very costly. A survey conducted by NFEC shows lack of financial literacy cost Americans a total of more than $388 billion in 2023.

At ACE Rehoboth Consortium, we are here to illuminate the path with our specialized wills and trust services. Our experienced team specializes in creating and managing wills and trusts, ensuring your peace of mind and the welfare of those you cherish.

The most important part of your future is making sure it’s protected. At ARC, we help you handle uncertainties. Whether you live longer than your retirement savings, face an unexpected death, or become disabled, we have products to protect the life you’ve built for you and your loved ones.

No parent wants to cut corners on their child’s education, but college costs keep going up. Whether you’re sending your first or fifth child to college, I can help with practical tips to support their education while also saving for your own future. Our mission is to provide the opportunity for our kids to go to college debt free.

Long-term care planning is often ignored, but it’s crucial for a strong financial foundation, especially as people live longer. Even if you might not need it soon, it’s important to plan now to make sure you’ll have the funds for extended care when you need it.

Small business owners need financial and insurance options for themselves and their employees to secure their business’s future. At ARC, we can help create strategies to protect both employees and owners, ensuring everyone is covered if something unexpected happens.

A successful retirement means not having to change your lifestyle or worry about running out of money. At ARC, we offer various solutions to help you enjoy your retirement without sacrificing your quality of life.

A person who is financially illiterate may inadequately save for retirement, spend more than their budget allows, and make other financial decisions that provide short-term gratification but result in negative long-term consequences.