OUR CLIENTS
Millennials
Women
What makes us different
With more than 160 years of combined experience, we strive to give our clients the individual attention and service they deserve. At Independent Financial Services, we are a team of highly distinguished individuals, each with our respective specialties and certifications to help better serve various financial concerns. We pride ourselves in serving clients with devoted guidance and customized service.
RESOURCE CENTER
The Ultimate Millennial Money Guide
Women-Focused Financial Guide
Business Owner’s Financial Freedom Checklist
Most Common Retirement Planning Questions
CFP®, Financial Advisor, Co-Owner
Jodi Perez
Jodi earned her Bachelor’s Degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™, Jodi understands the complex intricacies of retirement planning, estate planning and portfolio analysis. As a member of the National Financial Planning Association, Jodi keeps abreast of all-important tax, retirement and investment updates and changes that may benefit her clients.
CFA, CDFA™, Financial Advisor, Co-Owner
Jeannie Holliday
Jeannie earned her Bachelor‘s degree and MBA with a concentration in Finance from the University of South Florida. She is a Chartered Financial Analyst (CFA), a designation signifying her extensive knowledge of accounting, equity analysis, fixed-income securities, economics and portfolio theory.
Some Services Include…
Retirement Planning
Have peace knowing we can help provide a streamlined plan to cover all your bases and ensure your assets last, so you can live the worry-free, abundant life you deserve.
Wealth Management
Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all stages of life.
Divorce Guidance
If you’re facing the challenges of divorce, you’ve come to the right place. Jeannie Holliday, a Certified Divorce Financial Analyst® (CDFA™) can assist you with your needs.
News & Events
Stocks Climb Higher; Seasonal COVID-19 Surge Poses Risk
The Dow, NASDAQ and S&P 500 are now all in positive territory for the year. The difficulties facing the economy and the markets shouldn’t be understated, but through November the promise of normal was seemingly a powerful...
12 Financial Resolutions for 2021
Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about eating less and exercising more, how about focusing on your financial well-being? Here are 12 resolutions that can help ensure...
401(k) Savings Calculator
A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax-deferred. You only pay taxes on contributions and earnings when the money is withdrawn....
Contact us to learn how we can help you prepare for the future.
20635 Amberfield Drive, Suite 102 Land O’ Lakes, FL 34638
p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626