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
Mistakes to Avoid When Choosing a Financial Advisor

Mistakes to Avoid When Choosing a Financial Advisor

by Independent Financial Services | May 26, 2022 | Retirement Planning

If you are struggling to effectively manage your personal finances, you should know that you are not alone. In fact, 71% of adults in the U.S. feel their financial planning needs to be improved, according to a 2020 study. This same study found that only 29% of adults...
What is a University Endowment?

What is a University Endowment?

by Independent Financial Services | May 24, 2022 | Estate & Giving

Financial planning and estate planning are generally focused on maintaining your own financial stability, preparing for retirement, and ensuring that your intended heirs are taken care of after you have passed away. However, many people are also interested in making a...
What is Step-Up in Basis?

What is Step-Up in Basis?

by Independent Financial Services | May 19, 2022 | Estate & Giving, Retirement Planning, Tax Planning

When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will minimize your tax liabilities while also achieving your estate planning goals. One of the most important tax liabilities...
What Not to Do When Withdrawing From a Retirement Account

What Not to Do When Withdrawing From a Retirement Account

by Independent Financial Services | May 17, 2022 | Retirement Planning

How you manage your resources can make a big difference in how financially secure you are during your retirement years. This includes choosing how and when you withdraw funds from your retirement accounts. The following are some of the things you should not do.  ...
A Few Tips to Improve Your Health

A Few Tips to Improve Your Health

by Independent Financial Services | May 12, 2022 | Family & Lifestyle

Along with having a stable financial situation, your health is also essential to living a fulfilling life. This is why it is important you take the necessary steps to maintain your health as best as possible. The following are important tips you can use to improve...
« Older Entries

Recent Posts

  • Q: Why does having more wealth require more financial planning instead of less?
  • How a CFP® Helps You Turn Financial Goals Into a Real Plan
  • Q: Why is offering a competitive employee benefits package essential for business success today?
  • The Importance of Updating Your Will in Tampa
  • The Benefits of Automated Savings Tools

Archives

  • October 2025
  • September 2025
  • August 2025
  • July 2025
  • June 2025
  • May 2025
  • 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