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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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
First Year of Retirement: What to Expect
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
