Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
}

Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM Eastern

CALL US: (813) 908-2701

BOOK AN APPOINTMENT

Book An Appointment

Call: (813) 908-201

logo ifs 500x
  • About IFS
    • Why Choose Us
    • Team
    • Core Values
    • Raymond James
  • Services
    • Business Owners
    • Divorce
    • Retirement Planning
    • Women
    • Wealth Management
    • Financial Planning
    • Protection Planning
    • Sustainable Investing
    • Estate Planning
    • New Investor
  • Learning Center
    • How to Access your Account
    • Why Work With a CFP®
    • Why Work With a CEPA®
    • Why Work With an AAMS®️
    • Why Work with a CFA®️
    • Why Work With a CDFA®
    • Resource Center
    • Helpful Links
  • Blog
  • Community
  • Contact Us
    • Meeting Locations
  • Client Access
How Depression Affects Older People

How Depression Affects Older People

by Independent Financial Services | Jan 27, 2022 | Family & Lifestyle

Many people think once you retire and are finally not required to work anymore that it will be a happy life until you pass away. Unfortunately, often this does not turn out to be the case for elderly people. It is quite common for the elderly to become depressed after...
Different Styles of Meditation to Practice

Different Styles of Meditation to Practice

by Independent Financial Services | Jan 25, 2022 | Family & Lifestyle

Meditation is known to be quite beneficial for your health. Basically, it helps you relax your mind and body promoting better health in all types of aspects. It can prevent and even heal more serious illnesses and health issues, such as unhealthy blood pressure and...
Can Stress Cause Health Problems?

Can Stress Cause Health Problems?

by Independent Financial Services | Jan 20, 2022 | Family & Lifestyle

Everybody has experienced stress at one time or another. It is generally not a pleasant experience, and most people would rather avoid it. However, what many do not realize is that stress can actually cause more serious health issues and illnesses if the stress...
How Can Retirees Reduce Tax Liabilities

How Can Retirees Reduce Tax Liabilities

by Independent Financial Services | Jan 18, 2022 | Retirement Planning, Tax Planning

During retirement you will want to maintain a quality of life that is acceptable and comfortable for you. This means having an effective wealth management plan in place, including strategic tax planning which can help minimize your tax bill during and leading up to...
How did Peter Thiel’s Roth IRA Grow to $5 billion

How did Peter Thiel’s Roth IRA Grow to $5 billion

by Independent Financial Services | Jan 13, 2022 | Retirement Planning, Tax Planning

There are many avenues you can take to help you become wealthy. Some are just lucky and end up inheriting their wealth, while others take calculated risks on entrepreneurial ventures which turn out to be wildly successful. Although billionaire Peter Thiel did make...
« Older Entries

Recent Posts

  • With the number of cyber scams on the rise, what can I do to help protect my data?
  • How to Achieve Financial Independence Before Retirement
  • My parents are getting older – how can I coordinate care and support for them?
  • The Role of Women in Wealth Management: Strategies for Success
  • I have accounts with on-line brokerage firms, and I do pretty well – why would I need a financial advisor?

Archives

  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022

Categories

  • Ask a Finance Nerd
  • Business Ownership
  • Economy & Policy
  • Estate & Giving
  • Family & Lifestyle
  • Financial Planning
  • Markets & Investing
  • Retirement Planning
  • Tax Planning
  • Technology & Innovation
  • Uncategorized

DISCLAIMER: Material provided by Redfern Media, an independent third party.
Raymond James is not affiliated with and does not endorse the opinions or services of Redfern Media.

Disclaimer – Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Privacy Policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits or obligations of the bank, not insured by the FDIC, bank insurance, or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealer(s) and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

Copyright © 2025 Independent Financial Services

Created by Redfern Media