Turning Financial Planning Right Side Up with Jeffrey Small

Guest: Jeffrey Small


Description: Jeffrey Small, financial planner and author of 'Turning Financial Planning Right Side Up,' talks with host Jordan Goodman about the struggle Americans face trying to find trustworthy, quality financial information. Small, President of Arbor Financial, believes that the need for reliable information is more pressing than ever as individuals make long term financial plans in a rapidly changing world.

Guest Bio: Jeff Small is the President of Arbor Financial, a boutique of Financial Investments. When starting out, Jeff recognized that many of his retired clients were jeopardizing their financial futures simply because they lacked basic economic industry knowledge. Jeff and Arbo Financial set a goal of providing vitally important free financial knowledge and information to hard-working Americans who want to know how best to save for retirement. This counter-cultural attitude is also what sets him apart from his local competitors. And so, to this day, Jeffrey advocates it as a best practice that allows both him and his firm to give something back to the community in which he lives and works. Both Jeff & Arbor Financial are accredited members of the Central Florida Better Business Bureau and The National Ethics Association. Jeff is also licensed through the Florida Dept. of Financial Services and holds state licenses in New York, New Hampshire, Maryland, Indiana & Georgia.

URL: http://www.jeffsmall.fixedincomecounsel.com/

«Just a quick note to again thank you for a most interesting and informative presentation this morning. »
- Rob Luckie, III Tuker, Wayne/Luckie&Company
«This is to let you know how much you were appreciated by our staff. Your presentation was very well received. It achieved its desired effect. »
- Robert M. Seper Director, Human Resources Campbell Mithun Esty