Arbogast Financial Center

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

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

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

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

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage

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

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

Simple steps may help you foil hackers and protect your privacy

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

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money

This calculator estimates your chances of becoming disabled and your potential need for disability insurance

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

Determine your potential long-term care needs and how long your current assets might last

Estimate the total cost in today's dollars of various mortgage alternatives

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need