Turning Financial Planning

Right-Side Up

Number 1 on Amazon

Jeff on CNBC - US Tax Cuts

Turning Financial Planning

Right-Side Up

This straightforward, illustration-packed book achieves the almost impossible task of showing exactly why you need to follow the money if you want to beat Wall Street and carve out a retirement plan that will keep you on the UP side of Financial Planning.

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Turning Financial Planning

Right-Side Up

Don’t throw your money and time
away by betting on a poor risk-to-reward scenario.

It’s your retirement — Make it worth it

What Jeff Teaches


The most critical part of financial planning, especially if you’re near retirement, comes down to simply taking a few informed steps. The steps, revealed in Turning Financial Planning Right-Side Up, will make sense to you, but be warned, they are based on rarely spoken, but sound wisdom. In many cases, the solutions are the polar opposite of the traditional advice repeated by Wall Street through the media and financial advisors. Fortunately, there’s a better, safer way to invest than what you’ve been told.

For over 30 years as a financial advisor, I’ve assisted ordinary people to achieve beyond-ordinary investment results. Their retirement assets are defensive and allocated to pull out as much in- come as they can, but leave their principal intact so it can provide in perpetuity. I’ve distilled all my years of success in the financial planning industry into these easy-to-understand chapters so many more people can take control of their financial life.

Sample Pages

  • Page 4. The only financial planning book you need...
  • Page 7. How Wall Street killed the American Dream...
  • Page 28. Failure of the American Education system...
  • Page 60. Store Closures 2000-2017
  • Page 71. What's propping up the market?
  • Page 124. The different kinds of investments.

Turning Financial Planning

Right-Side Up

I help everyday people prepare for what I call
the art of financial self-defense.

Jeff Small
National TV Guest & Financial Consumer Education Advocate

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The Author

Jeff Small
Financial Advisor

Jeffrey Small is a Florida resident with over 30 years of experience in financial services. Jeffrey strives to educate clients on how to invest purposely and profitably by providing conservative options. He is dedicated to helping his clients reap the rewards of a well-planned retirement. Nationally, Jeffrey appears regularly on financial TV shows, including Fox Business, where he shares his insights about investing in today’s markets with a special focus on those born before 1966.