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.
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 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 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…
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.
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.
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
Since there are many different strategies for planning on how to do your taxes, consider a few of these popular options that might be a good fit for your situation.
The onboarding process, which is a combination of orientation, training, and getting new hires up to speed with company policies and procedures, can help a new employee feel more comfortable in their role and be productive sooner.
For many people, saving for retirement is their ultimate financial goal. There are several savings options, including IRAs, 401(k)s and more. Annuities are another popular financial vehicle for retirement.
Contact us to learn how we can help you prepare for the future.
20635 Amberfield Drive, Suite 102 Land O’ Lakes, FL 34638