Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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UCC Filings – What Small Business Owners Need to Know

UCC Filings – What Small Business Owners Need to Know

by Independent Financial Services | Feb 2, 2023 | Business Ownership

It is common practice for business owners to take out a business loan to start a new company or help fund the operations of an existing business. This means being responsible for paying back the money borrowed to your chosen lender. Failure to make payments can lead...
What to Do When Your Tenant Dies?

What to Do When Your Tenant Dies?

by Independent Financial Services | Jan 5, 2023 | Business Ownership

Owning rental property can be a smart investment for those looking to receive a steady stream of income. This can be particularly helpful for those in retirement who can use the rental income to fund a decent quality of life during their golden years. However, being a...
How to Start Your Small Business

How to Start Your Small Business

by Independent Financial Services | Nov 22, 2022 | Business Ownership

Starting a small business can actually be important. There are many things you need to do to get started which can make it daunting and confusing at times. Here is a simple list of actions to take that can get you moving in the right direction to being an...
Relentless Execution: An Actionable Exit Plan

Relentless Execution: An Actionable Exit Plan

by Independent Financial Services | Nov 3, 2022 | Business Ownership

The final Core Concept of the Value Acceleration Methodology is the most crucial. It deals with laying out an actionable exit plan and carrying it out successfully. We call this concept Relentless Execution. At its core, Relentless Execution is about getting things...
How to Write a Business Plan

How to Write a Business Plan

by Independent Financial Services | Nov 1, 2022 | Business Ownership

Developing a business plan may be one of the most important things a business owner can do. A business plan will provide the owner with insight into the overall direction the business needs to go in and the obstacles and challenges that need to be overcome to achieve...
The 4 Cs: Key Intangible Capitals

The 4 Cs: Key Intangible Capitals

by Independent Financial Services | Oct 20, 2022 | Business Ownership

We’ve already discussed the first two Core Concepts of the Value Acceleration Methodology: the 3-Legs of the Stool, and the 5-Stages of Value Maturity. Now it is time to talk about Core Concept #3: the 4 Cs. The 4 Cs represent the 4 Intangible Capitals that we believe...
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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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