Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Maximize Tax Deductions: The Ultimate Guide for Business Owners final

Maximize Tax Deductions: The Ultimate Guide for Business Owners final

by Independent Financial Services | Jun 29, 2023 | Business Ownership

Making the most of your tax deductions is one of the best ways to lessen your tax liability. You can dramatically lower your taxable income and reduce your tax liability by fully utilizing all the deductions that are available to you. In this comprehensive guide,...
Master Tax Planning for Small Business Owners

Master Tax Planning for Small Business Owners

by Independent Financial Services | Jun 27, 2023 | Business Ownership

Tax planning may not be the most interesting aspect of your work as a small business owner, but it is a crucial one.  Whether you’re just starting out in business or have been doing it for a while, understanding the ins and outs of tax planning is essential for...
Hedge Your Business: A Guide to Insurance Planning

Hedge Your Business: A Guide to Insurance Planning

by Independent Financial Services | Jun 22, 2023 | Family & Lifestyle

As a business owner, you have invested countless hours and resources into building your enterprise, and the last thing you want is for unforeseen events to derail your progress.  What is insurance and why do you need it? Insurance planning is a crucial aspect of...
Business Owner’s Guide to Liability Insurance: Preserve Your Assets

Business Owner’s Guide to Liability Insurance: Preserve Your Assets

by Independent Financial Services | Jun 20, 2023 | Business Ownership

As a business owner, you understand how crucial it is to safeguard your assets as a business owner. Getting liability insurance for your company is one of the most essential actions you can take to reach this objective. Liability insurance helps safeguard your...
Budget Like a Pro: Expert Budgeting Tips for Business Owners

Budget Like a Pro: Expert Budgeting Tips for Business Owners

by Independent Financial Services | Jun 15, 2023 | Business Ownership

Managing your money as a business owner might be one of the most challenging elements of operating your company as a business owner. Budgeting is an important aspect of financial management that may assist you in making educated decisions, managing spending, planning...
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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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