The market is up 20%, but if you don’t see the growth reflected in your stock portfolio, you need to fire your advisor.
If your portfolio is worth $500,000 or more, you may be eligible to work with Jeff Small, a financial advisor who knows which stocks to pick.
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
- Over 32 years of combined experience in the financial services industry.
- We have helped thousands of people like you enjoy a better retirement.
- We don’t make a move until you’re ready and the timing is right for you.
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.
* Unpaid client testimonials. These testimonials are unsolicited.
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Arbor Financial Services YouTube Channel
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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.
