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

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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.

 

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

A Checklist for When a Spouse or Parent Passes

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

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

To choose a plan, it’s important to ask yourself four key questions.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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

Compare Roth and traditional 401(k) options to see which may work better for your situation.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

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Working With A Financial Professional

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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