Who is Jeffrey Small?
Jeffrey Small is a financial advisor, retirement income planning specialist, and President of Arbor Financial Services in Melbourne, Florida. For nearly 35 years, Jeff Small and Arbor Financial have served those in the Melbourne, Viera, Brevard County, and Space Coast areas as investment advisors, financial planners, retirement income advisors, and retirement planners. In addition to being a frequent co-host of the TV show The Income Generation with David Scranton, Jeff Small is a Florida income specialist and brand ambassador for The Retirement Income Store®.
Jeff Small’s book, Turning Financial Planning Right-Side Up, reached #1 on Amazon’s List of Hot New Releases. The book reveals how financial advisors that focus exclusively on growth-based investments can often steer investors nearing retirement into poor decisions. Instead, it prescribes proven alternatives that can help those nearing retirement protect their retirement savings so they can use it to generate reliable income for retirement.
Jeff Small has appeared on CNBC, Fox News, and Bloomberg to share retirement income planning insights gained during nearly 35 years in the financial planning industry. A proponent of financial literacy, Jeffrey Small regularly hosts financial education workshops on topics such as the importance of financial defense and retirement planning strategies that can provide retirees with consistent income well into retirement.