Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Essential Retirement Saving Tips for Working Moms

Essential Retirement Saving Tips for Working Moms

by Independent Financial Services | Oct 31, 2023 | Retirement Planning

Working moms have many responsibilities, and often the thought of retirement saving is pushed to the bottom of their priority list. But if you want to enjoy your golden years without worrying about money, it’s important to make retirement savings a priority...
Creating a Business Succession Plan: A Guide for Entrepreneurs

Creating a Business Succession Plan: A Guide for Entrepreneurs

by Independent Financial Services | Oct 26, 2023 | Business Ownership

As an entrepreneur, planning for the future of your business is essential. Fortunately, creating a successful business succession plan doesn’t have to be complicated or time-consuming. Here are some of the top strategies for creating a business succession plan that...
Why You Need to Travel After Retirement

Why You Need to Travel After Retirement

by Independent Financial Services | Oct 24, 2023 | Retirement Planning

Embarking on adventures after retirement may feel overwhelming, but it presents a remarkable opportunity to acquire new skills, forge lifelong friendships, and broaden your horizons.  Here are some of the top reasons why you should consider taking an adventure in...
Top 5 Income Generating Jobs You Can Try After Retirement

Top 5 Income Generating Jobs You Can Try After Retirement

by Independent Financial Services | Oct 19, 2023 | Retirement Planning

Retirement is a much-anticipated phase after years of dedicated work. It offers an opportunity to unwind and savor the fruits of our labor. However, transitioning to this new lifestyle can be challenging for some individuals. If you’re seeking additional income...
Quarterly Investment Strategy October 2023

Quarterly Investment Strategy October 2023

by Independent Financial Services | Oct 18, 2023 | Economy & Policy

You’re an astute investor who wants to stay ahead of the curve. We understand that deciphering the markets can be difficult, which is why we’ve created our Quarterly Investment Strategy. In this report for October, you’ll read more about redefining...
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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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