Project Description

Jeffrey Small
President, Arbor Financial Services of Florida, Inc.

Melbourne, Florida

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 and market experience. Jeff, dedicated to providing his clients and the public with an array of diverse financial products and services, a licensed Insurance Agent with the Florida Department of Financial Services and is an Investment Advisor Representative. Both he and Arbor Financial, Inc are currently members in good standing of the Central Florida Better Business Bureau and the National Ethics Association. Jeff Small is also a Bestselling Author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid both Wall Street and media bias. He has vast experience in the industry and has appeared on many of the nation’s financial 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 tested alternatives that place readers on a path to reach or exceed the investment needs necessary for their situation.


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Arbor Financial Services

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 during retirement.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. and Sound Income Strategies, LLC are not associated entities. Arbor Financial Services of Florida, Inc. is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.

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