Advisor Details

Advisor Details

Financial Advisor in Melbourne, FL

Personal Bio

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.

Firm Name

Arbor Financial

Firm Bio

When it comes to planning and saving for retirement, the strategies that might be right during your working years might not be best as you get ready to enter retirement.

Unfortunately, failure to make the appropriate adjustments as we transition from one stage of life to another can mean the difference between having a retirement that’s stress-free, with plenty of income, versus having a retirement where you’re left wondering if you will have enough income to cover your expenses.

Take our brief survey below to help determine if your current strategy is appropriate to help you achieve the retirement you’ve always envisioned. After completing our survey, we will give you a call to go over your results and explain how we might be able to help you achieve the retirement of your dreams.

Firm SEC/CRD #

173272

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Advisor SEC/CRD #

1992480

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