Services That Aim to Serve The Peace of Mind You Deserve Over 60 Years of Expertise Your Finances, Simplified

Challenging the Limits of Financial Performance for over 60 Years

Making a positive difference in the financial lives of our clients for over 60 years, Arbogast Financial Centre is a CPA Firm and Registered Investment Advisor located in Melbourne, Florida. Through individualized attention and integrity, our accountants and financial professionals provide efficient and effective services tailored to your unique needs. We strive to provide our clients with the best tools and resources available to achieve financial security and stability in their business and personal life. Whether a small business is in need of accounting or tax services, or someone has personal wealth questions regarding retirement, Arbogast Financial Centre can help.

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For over 60 years, individuals and businesses have relied on our expertise to assist them in reaching their financial goals.

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We believe that financially strong communities emerge, when businesses and individuals are empowered with resources and tools needed to thrive.

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We take your financial needs and goals seriously. Our comprehensive planning firm can help turn your dreams, into your new reality.

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Helpful Content

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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