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

Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Critical Estate Documents

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

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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