Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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5 Tips to Boost Your Self-Esteem After Retirement

5 Tips to Boost Your Self-Esteem After Retirement

by Independent Financial Services | Sep 28, 2023 | Family & Lifestyle

Retirement can be an exciting time in your life, but it can also be a difficult adjustment. You may find yourself without the structure and routine of work, or begin to feel uncertain about your plans for retirement.  Low self-esteem is common after you retire and can...
What are Your Common Concerns About Your Retirement?

What are Your Common Concerns About Your Retirement?

by Independent Financial Services | Sep 26, 2023 | Retirement Planning

Retirement can be a rewarding and exciting time of life. But it can also come with its own set of worries and concerns — from financial instability to health problems, there are several potential issues retirees must prepare for and plan around. Here’s an...
Top Retirement Planning Strategies for Women in Their 30s

Top Retirement Planning Strategies for Women in Their 30s

by Independent Financial Services | Sep 21, 2023 | Retirement Planning

Retirement planning is an important part of your financial future, and women should be especially mindful as they approach their thirties. There are a variety of ways to prepare for retirement, so here’s a list of the top strategies women over thirty should...
The Importance of Retirement Planning for Women: Start Early!

The Importance of Retirement Planning for Women: Start Early!

by Independent Financial Services | Sep 19, 2023 | Uncategorized

Retirement planning is a vital part of financial security for women, allowing them to prepare for the future and have long-term stability. It can also be beneficial in helping women achieve their goals, such as pursuing a new career or taking time off to travel.  Here...
Why Is It So Hard To Spend Money?

Why Is It So Hard To Spend Money?

by Independent Financial Services | Sep 14, 2023 | Family & Lifestyle

It’s not always easy to part with our money, no matter how much or how little we have. We all have different reasons why it can be hard to spend money – here are some of the most common ones.  We’re not sure it’s worth it – With so many options out there,...
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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.

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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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