Estate Taxes

In 2020 estates worth up to $11.58 million will be excluded from paying the federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to estimate your tax liability.

How to Attract More Clients: Lessons from Fishing

How to Attract More Clients: Lessons from Fishing

For financial advisors, the subtle art of attracting prospective clients in many ways parallels the meticulous process of landing a…

The Power of Personalized Coaching in Financial Planning, by David J. Scranton

The Power of Personalized Coaching in Financial Planning, by David J. Scranton

As a successful financial advisor, bestselling author, and CEO of Sound Income Group, I have dedicated my career to helping…

How Digital Marketing Can Power Advisor Growth in 2025

How Digital Marketing Can Power Advisor Growth in 2025

The financial advising landscape is evolving at lightning speed, and one thing is clear: traditional marketing alone won’t cut it…

Why Advisors Should Embrace the Income Model Now, Not Later

Why Advisors Should Embrace the Income Model Now, Not Later

The financial services landscape is shifting, and so are the expectations of today’s clients. With retirement looming larger than ever…

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.

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6555 N Wickham Rd #101 Melbourne, FL 32940

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