At Arbor Financial, we know that managing your money wisely means being knowledgeable about your options. That’s why we place a heavy emphasis on financial education. And, this focus on education, along with our more conservative approach to planning and saving for retirement, are just a couple of reasons why we’ve become A Retirement Income Store®.

As A Retirement Income Store®, we’re now backed by the strength and resources of the national network of Income Specialists across the country.

The Retirement Income Store® was founded by David J. Scranton, nationally renown money manager, Amazon Bestselling author, founder of Sound Income Strategies, LLC, founder of Advisors’ Academy and host of the hit financial TV show, The Income Generation. With over 30 years of experience in the financial services industry, David Scranton specializes in income-generating savings and investment strategies designed to protect your retirement savings—and that’s exactly what The Retirement Income Store® is all about!

What This Means for You, Our Loyal Clients:

As A Retirement Income Store®, the team at Arbor Financial will continue to provide you with the outstanding service and individualized attention you’ve grown accustomed to. We remain committed to helping you:

  • Protect your retirement savings from economic uncertainties
  • Reduce, and possibly eliminate, your exposure to stock market risk
  • Establish renewable streams of income you can count on well into retirement

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Jeffrey Small, President of Arbor Financial, Teaches Retirees the Art of Financial Self-Defense

Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for over 32 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed to sell insurance with the Florida Department of Financial Services, and is an Investment Advisor Representative with Sound Income Strategies, LLC.  Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.

Small_family photo“We at Arbor do not follow the mainstream financial mantras of the typical “Wall Street Cheerleaders”; rather we believe strongly that lives are changed dramatically for the better through proper financial self-defensive planning both before and into retirement.” – R. Jeffrey Small

In his first years in business, Jeff recognized the unfortunate reality that most of his retired clients were jeopardizing their financial futures simply because they lacked basic economic industry knowledge. It then became the goal of Jeff and Arbor Financial to provide free financial knowledge and information vitally important to hard-working Americans who want to know how best to save for retirement in an ever-changing and sometimes hostile economic landscape. 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.