April 2024 | Independent Financial Services

Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Innovative Retirement Planning for Tampa Business Owners

by Independent Financial Services | Apr 30, 2024 | Retirement Planning

Juggling business growth, cash flow, and retirement planning can be overwhelming for small business owners in Tampa, Florida. Only one in four Americans have a well-defined retirement strategy. Despite being a haven for entrepreneurs, Tampa’s self-employed...

Innovative Retirement Planning for Tampa Business Owners

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