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 an investment advisor representative, financial income planner, retirement income advisor, and retirement planner. In addition to being a frequent co-host of the TV show The Income Generation with David Scranton, Jeff is an Income Specialist and Brand Ambassador for The Retirement Income Store®.
Jeff’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 preserve their savings so they can use it to help generate reliable income for retirement.
Jeff has appeared on CNBC, Fox News, and Bloomberg to share retirement income planning insights gained during nearly 35 years in the financial income industry. A proponent of financial literacy, Jeff regularly hosts financial education workshops on topics such as the importance of financial defense and retirement strategies that can help provide retirees with consistent income well into retirement.