Jeffrey Small – Financial Advisor
President of Arbor Financial
Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on national TV and radio shows on stations including CNBC, Fox News, and Fox Business.
Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream, allowing them to enjoy retirement.
His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven investments that place readers on a path to reach or exceed the specific yield necessary for their situation.
Jeffrey Small, President of Arbor Financial, Teaches Retirees the Art of Financial Self-Defense
Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for over 32 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed to sell insurance with the Florida Department of Financial Services, and is an Investment Advisor Representative with Sound Income Strategies, LLC. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.
In his first years in business, Jeff recognized the unfortunate reality that most of his retired clients were jeopardizing their financial futures simply because they lacked basic economic industry knowledge. It then became the goal of Jeff and Arbor Financial to provide free financial knowledge and information vitally important to hard-working Americans who want to know how best to save for retirement in an ever-changing and sometimes hostile economic landscape. This counter cultural attitude is also what sets him apart from his local competitors. And so, to this day, Jeffrey advocates it as a best practice that allows both him and his firm to give something back to the community in which he lives and works.
We at Arbor do not follow the mainstream financial mantras of the typical “Wall Street Cheerleaders”; rather we believe strongly that lives are changed dramatically for the better through proper financial self-defensive planning both before and into retirement.