Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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How Much Does It Cost You in Divorce?

How Much Does It Cost You in Divorce?

by Independent Financial Services | May 28, 2024 | Family & Lifestyle

Divorce can strike fear into the hearts of even the most financially savvy individuals. But just how much does it cost to UNTIE the knot? Buckle up, because we’re about to take a deep dive into the financial implications of saying “I don’t.”...
Benefits of Collaborative Divorce for Couples in Tampa

Benefits of Collaborative Divorce for Couples in Tampa

by Independent Financial Services | May 21, 2024 | Business Ownership, Markets & Investing

Marriages begin with hopes of forever, but life sometimes takes us in unexpected directions. While there is no way of sugarcoating divorce, it doesn’t have to adversarial. Collaborative divorce offers a respectful approach for couples to reach agreements on their own...
10 Things to Do for a Financial Reset

10 Things to Do for a Financial Reset

by Independent Financial Services | May 14, 2024 | Financial Planning

When your finances get left unchecked, it doesn’t take long for it to become a tangled mess. Whether you’re overspending for the shiny new thing on the market or unexpected bills are plaguing your monthly budget, if you’re not planning properly – it’s time for a...
5 Key Takeaways If You Want to be Financially Prepared for Retirement

5 Key Takeaways If You Want to be Financially Prepared for Retirement

by Independent Financial Services | May 7, 2024 | Financial Planning

Feeling anxious about not having enough money saved for your golden years? You’re not alone! Financially speaking, retirement can seem like an impossible mountain to climb especially with the rising costs of living. The last thing you want is to run out of funds when...

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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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