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

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

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Estimate how much you may earn over your working years based on your current income.

Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

 

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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Compare your current student loan terms to a potential refinance to see if it makes sense.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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Learn about the difference between bulls and bears—markets, that is!

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

A Fruitful Retirement: Social Security Benefit

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

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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