Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Do Negative Items Stay on a Credit Report for Long?

Do Negative Items Stay on a Credit Report for Long?

by Independent Financial Services | Feb 24, 2022 | Business Ownership, Economy & Policy, Family & Lifestyle, Retirement Planning

Keeping your credit score high is important since this is how financial institutions determine whether you are worthy of being provided a line of credit. Your credit score will also be used to decide how much and at what terms you will be given a credit line....
Does Military Service Come With Financial Benefits?

Does Military Service Come With Financial Benefits?

by Independent Financial Services | Feb 22, 2022 | Family & Lifestyle, Uncategorized

Love for one’s country is one of the main inspirations for people signing up for U.S. military service. Although patriotism is indeed a laudable reason in and of itself, there are also numerous personal financial benefits that can be gained by serving in the military....
How Do You Know if You Are Under Too Much Stress?

How Do You Know if You Are Under Too Much Stress?

by Independent Financial Services | Feb 17, 2022 | Family & Lifestyle, Retirement Planning

It can be difficult to be completely aware of your mental health in the face of the busyness of contemporary capitalist society. This can lead to the neglect of your mental self-care which can have disastrous results for your overall health. Particularly important to...
Two Methods for Flipping Real Estate

Two Methods for Flipping Real Estate

by Independent Financial Services | Feb 15, 2022 | Markets & Investing

Real estate is well-known to be an effective generator of intergenerational wealth. This is why many people will invest in real estate even after they have purchased and paid for a home as their own residence. One strategy for real estate investing is “flipping” which...
Should You Name a Minor as Your Beneficiary?

Should You Name a Minor as Your Beneficiary?

by Independent Financial Services | Feb 10, 2022 | Retirement Planning, Tax Planning

It is important to make preparations for when you inevitably pass away. Putting a comprehensive estate plan in place will make sure your assets will be distributed in a manner you desire. This means choosing your beneficiaries, who are the individuals and entities...
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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.

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