Search Results for:

Negative Spin on Annuities

Everyone understands that the mass media has changed drastically. Not so long ago, we relied on daily newspapers, TV, and radio for all the information we needed to help us make informed decisions and stay abreast of current events. Now, in the age of the internet, we seem to be constantly bombarded with headlines, updates, […]

Negative Spin on Annuities Read More »

Introduction to the Universe of Income Generating Financial Strategies

Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, Business Development  Companies (BDCs), and speculative real estate. Again, these are typically invested in growth or capital appreciation, not income. They are considered aggressive because, while they can provide large short-term

Introduction to the Universe of Income Generating Financial Strategies Read More »

Importance of Financial Defense

The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared that same philosophy. Just think about some of the great sports dynasties, teams that won championships year after year: the Green Bay Packers under Vince Lombardi, the Boston Celtics

Importance of Financial Defense Read More »

How Much Do I Need to Retire

One of the first things people do once they get serious about planning and saving for retirement is to look at a retirement calculator to find out how much they need to save. There’s nothing wrong with that. However, every person’s situation is completely different. What might be the right amount for one person will

How Much Do I Need to Retire Read More »

Guide to Aging

Working Americans at or approaching retirement age today face many unprecedented challenges unique to their generation. That’s why it’s important to have a retirement plan that addresses these challenges and uncertainties head-on. One of the keys to doing just that is being aware of the retirement planning milestones that occur from age 50 onward. Several

Guide to Aging Read More »

TV Interviews

TV Interviews Home https://vimeo.com/874922640/3d5f5d0b78?share=copy Jeff Small on Schwab 10/16/23  https://vimeo.com/827766523/f51c003b0e Jeff Small on TD Ameritrade 5/17/23 https://vimeo.com/821030428/8fd8580f1f Jeff Small on TD Ameritrade 4/25/23 https://vimeo.com/812569771/32e377c798 Jeff Small On TD Ameritrade 3/28/23 https://vimeo.com/798867771/f2873477f3 TD Ameritrade 2/14/23 https://vimeo.com/788444211/cb4425eae1 Yahoo Finance 1/11/23 https://vimeo.com/788071165/a9c230a897 Jeff Small On Fox Business 1/10/23 https://vimeo.com/787003837/47a0d96368 TD Ameritrade 1/5/23 https://vimeo.com/manage/videos/770911881/a412b93e6f Yahoo 11/14/22 https://vimeo.com/manage/videos/749725278/5202df4566 TD Ameritrade

TV Interviews Read More »

Fiduciary Advisor

Fiduciary Financial Advisor in Melbourne, FL In addition to the investment approach you take, the financial advisor you select to help you plan and save for retirement is one of the most important decisions you need to make. When looking for an advisor, it’s important to find one whose strategies are aligned with your needs

Fiduciary Advisor Read More »

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.

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

Newsletter
Sign up for our newsletter to get updates, information, news, and insights.
Name(Required)

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.