Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Thinking Where To Retire? Best Countries To Live In

Thinking Where To Retire? Best Countries To Live In

by Independent Financial Services | Oct 17, 2023 | Retirement Planning

Do you dream of a peaceful retirement, away from the hustle and bustle of city life? Of enjoying your twilight years with comfortable amenities, quality healthcare, and plenty of nature to explore? It’s time to consider which countries are best for those looking...
Selling Your Assets To Use for Retirement

Selling Your Assets To Use for Retirement

by Independent Financial Services | Oct 12, 2023 | Retirement Planning

Planning for retirement can feel overwhelming, but selling assets can provide a much-needed boost. However, the key lies in knowing the right time, method, and assets to sell, as this can greatly impact your golden years. To help you make informed decisions, here are...
Make Passive Income from Your Hobby after Retirement

Make Passive Income from Your Hobby after Retirement

by Independent Financial Services | Oct 10, 2023 | Retirement Planning

Retirement marks the beginning of a new chapter in life, so why not make it financially secure by finding unique ways to earn passive income? Making money off your hobbies can be one of the best ways to generate additional income during retirement. Here are some tips...
How to Build Up your Health Insurance After Retirement

How to Build Up your Health Insurance After Retirement

by Independent Financial Services | Oct 5, 2023 | Retirement Planning

Retiring is an exciting time in life, but it’s also important to consider the financial implications. One of the most essential aspects of retirement planning is health insurance. Here are some strategies and tips on how to build up your health insurance after...
Best Outdoor Activities You Can Try After Retirement

Best Outdoor Activities You Can Try After Retirement

by Independent Financial Services | Oct 3, 2023 | Family & Lifestyle

Retirement is an exciting time when you can finally focus more on yourself and the things that bring you joy. If outdoor activities are what make you happiest, there are plenty of ways to bring nature into your life after retirement. Here are some of the best outdoor...
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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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