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Our specialty is to generate income from your investments, so you can have the Retirement YOU deserve.

Because your money doesn’t retire, YOU do!

We Are a Proud Member of Retirement Income Source

About Retirement Income Source

Retirement Income Source comprises a national network of financial advisors specializing in income-generating investment strategies designed to help protect your retirement savings.

As a Retirement Income Source firm, we are backed by a national network of income specialists and an SEC Registered Investment Advisory firm that manages more than $2 billion in client assets. The financial advisors at Arbor Financial Services of Florida are uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on throughout retirement.

Arbor Financial Will Help Ensure Your Retirement is on the Right Track

Arbor Financial Services of Florida has been in business for over 25 years, helping people in and around Melbourne, Florida, achieve their financial goals and enjoy a comfortable retirement through comprehensive retirement planning and wealth management services with a heavy emphasis on investor education.

Our Services

For more than two decades, Arbor Financial Services of Florida has helped clients better preserve their savings and increase their retirement income through comprehensive financial planning services.

At Arbor Financial Services of Florida, we believe it is essential for those who are retired or nearing retirement to understand all the options available to help them achieve the retirement they've always envisioned.

When you work with an advisor from Arbor Financial Services of Florida you are working with an Income Specialist who understands the best ways to help preserve your savings so you can use it as a renewable source of income in retirement.

When you work with a financial advisor from Arbor Financial Services of Florida Inc, you are working with a Retirement Income Specialist who understands the best ways to help preserve your savings.

 Our 401(K) to an IRA Rollover service helps maximize your tax advantages. Granting you more investment options and lowering fee’s you would have to otherwise pay into.

Our advisors will work with you to help provide the guidance and advice you need for strong long-term investment performance. We will provide a strategy based on your specific goals and needs with individualized help every step of the way.

Our financial advisors are well-equipped to assist you in filing your taxes and minimizing taxes taken from your retirement income.

We help you identify essential tools that can protect you and your family from costly legal and financial complications. We will give thorough insight on wills, living trusts, healthcare directives, and Power of Attorney.

Why Choose Arbor Financial

The 3 Stages of Retirement Planning

Planning to Retire

As you begin the process of planning and saving for retirement, it might make sense to invest for capital gains in the stock market so you can maximize opportunities to grow your savings. If you are just starting out, investing in mutual funds might be suitable so you can diversify and spread your risk out over a range of industries or companies.

Ready to Retire

Once you are within 5-10 years of retirement, there’s a very important shift you should make to help reduce your exposure to stock market risk and preserve the wealth you’ve worked hard to accumulate. At this point in your life, the risks and costs inherent in mutual funds might not be in your best interest.

Already Retired

You’ve made it to retirement! At this point in your life, it really is all about income, and you need more than a simple “retirement plan”. You need a true financial strategy, one designed to help protect your retirement savings from damaging losses, so you can use it to establish renewable streams of income that you can count on throughout retirement.

What Our Clients Are Saying About Us

* Unpaid client testimonials. These testimonials are unsolicited.

More from Arbor Financial

Schedule A No-Obligation 15-Minute Consultation

Enter your information to schedule a free, no-obligation, consultation. In one quick meeting or phone call, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

We’re here to help.

Sign up for our Free Financial Education Video Series

Click here to preview a short, animated video about the dangers of becoming overconfident in the amount you’ve saved for retirement, and the importance of having the right investment strategy regardless of the size of your nest egg. If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

If you like what you see, enter your information in the form below to sign up for our financial education video series.

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Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

A franchise of Retirement Income Source.

Broker Check: https://adviserinfo.sec.gov

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