President of Arbor Financial
Turning Financial Planning Right-Side Up, which reached #1 on Amazon’s list of Hot New Releases, has helped thousands of readers master “the inside game” of investing and avoid the Wall Street bias that pervades so much of the financial media. The book reveals exactly how and why Wall Street, many stock market-based financial advisors, and the media often steer investors into poor and expensive decisions. In the book, Jeff prescribes proven alternatives that can help investors protect their retirement savings and use it to generate the income they need to meet their retirement goals.
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.