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. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors, and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and the National Ethics Association. 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 expert and has appeared on many of the nation’s top 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 alternatives that place readers on a path to reach or exceed the specific yield necessary for their situation.
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