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 Do You Know Which Investments are Liquid Assets?

How Do You Know Which Investments are Liquid Assets?

by Independent Financial Services | Apr 7, 2022 | Markets & Investing

Not all types of assets are the same. This is particularly true if you need to extract the value of the asset in order to pay for something else which might be a more urgent need. For example, if you needed to sell your house to pay for an emergency surgery, it would...
What is a Defined-Benefit Plan?

What is a Defined-Benefit Plan?

by Independent Financial Services | Mar 31, 2022 | Markets & Investing, Retirement Planning

If you work to make a living you should understand at some point in your life you may no longer be able to work. This can occur as a result of the natural aging process or even with a type of medical issue. While you are still able to work and earn money you will want...
What Challenges Do You Face as a Landlord?

What Challenges Do You Face as a Landlord?

by Independent Financial Services | Mar 8, 2022 | Business Ownership, Markets & Investing, Retirement Planning

Real estate has proven to be a lucrative investment over the long term. Buying property has turned out to be an effective strategy to provide you with retirement income through earning income from collecting rent as well as earning capital gains from appreciating real...
What Types of Mutual Funds Can You Choose From?

What Types of Mutual Funds Can You Choose From?

by Independent Financial Services | Mar 1, 2022 | Markets & Investing, Retirement Planning

There are many ways to invest your money for the future. One of the most effective types of investments is the securities market. However, doing this yourself will require significant knowledge about how markets function and economic theory. It can also be...
Two Methods for Flipping Real Estate

Two Methods for Flipping Real Estate

by Independent Financial Services | Feb 15, 2022 | Markets & Investing

Real estate is well-known to be an effective generator of intergenerational wealth. This is why many people will invest in real estate even after they have purchased and paid for a home as their own residence. One strategy for real estate investing is “flipping” which...
How Do I Keep My Credit Score High?

How Do I Keep My Credit Score High?

by Independent Financial Services | Feb 3, 2022 | Family & Lifestyle, Markets & Investing

Having access to a line of credit is usually an important aspect of most people’s finances. In most cases your ability to obtain a loan from a lender is based upon the credit score reported by the major national credit reporting agencies. A poor credit score can keep...
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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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