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Jeffrey Small - Turning Financial Planning Right-Side Up

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Jeffrey Small grew up in Brevard County and has been working with clients and their families for almost 30 years of industry & market experience. Arbor Financial is a boutique of Financial Investment's. 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.

What is the Goldilocks zone for investors next 5 to 10 years?

What is the effect of risk on your portfolio ?

How much risk should you have in todays market?

Can the stock market go higher?

FinancialPlanningRightSideUp.com 

New Interviews, and Inspirational videos will be posted every week on my Youtube Channel! Just go here: https://goo.gl/EA9x6D

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