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 to Achieve Financial Independence Before Retirement

How to Achieve Financial Independence Before Retirement

by Independent Financial Services | Apr 22, 2025 | Retirement Planning

Most people view retirement as a finish line – that magical age of 65 or 67 when they can finally stop working. But what if we flipped the script? Financial independence isn’t about reaching a certain age. It’s about reaching a state of freedom where...
Innovative Retirement Solutions for Tampa’s Diverse Business Sectors

Innovative Retirement Solutions for Tampa’s Diverse Business Sectors

by Independent Financial Services | Mar 11, 2025 | Retirement Planning

Tampa’s economic evolution tells a powerful story about retirement planning. From the booming healthcare corridor near USF to the bustling maritime industry along the port, each business sector faces distinct challenges when it comes to preparing for retirement....
Retirement Planning for Business Owners: Balancing Growth and Security

Retirement Planning for Business Owners: Balancing Growth and Security

by Independent Financial Services | Dec 10, 2024 | Business Ownership, Retirement Planning

Business owners often find themselves in a unique paradox – their greatest financial asset, the business itself, might also represent their biggest retirement planning challenge. Most pour every available dollar back into their enterprise, viewing it as their...
Strategic Retirement Planning for Business Owners: Ensuring Future Stability

Strategic Retirement Planning for Business Owners: Ensuring Future Stability

by Independent Financial Services | Oct 29, 2024 | Business Ownership, Retirement Planning

As a business owner, you’ve poured your heart and soul into building your enterprise. But have you given the same attention to planning for your own future? At Independent Financial Services, we’ve observed many entrepreneurs are so focused on their...
Innovative Retirement Planning for Tampa Business Owners

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...
Strategies for a Smooth Financial Journey During Transition

Strategies for a Smooth Financial Journey During Transition

by Independent Financial Services | Mar 5, 2024 | Retirement Planning

Navigating through different phases in life can be a whirlwind of excitement and challenges. Whether you’re saying “I do,” welcoming a new addition to your family, pursuing a different career path, easing into retirement, or undergoing any...
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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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