Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Top Retirement Planning Strategies for Women in Their 30s

Top Retirement Planning Strategies for Women in Their 30s

by Independent Financial Services | Sep 21, 2023 | Retirement Planning

Retirement planning is an important part of your financial future, and women should be especially mindful as they approach their thirties. There are a variety of ways to prepare for retirement, so here’s a list of the top strategies women over thirty should...
Where to Spend Your Retirement Income?

Where to Spend Your Retirement Income?

by Independent Financial Services | Sep 12, 2023 | Retirement Planning

Retirement can be an exciting time, full of new possibilities and dreams. But once you say goodbye to your full-time job, you may find yourself with a lot of extra money in your pocket from the retirement savings accounts you have been adding into over the years. With...
Top Retirement Planning Tips Every Woman Needs to Know

Top Retirement Planning Tips Every Woman Needs to Know

by Independent Financial Services | Aug 29, 2023 | Retirement Planning

Everybody’s financial future depends on how well they prepare for retirement, but women may find it particularly difficult. Women have longer lifespans than men, and they are more likely to take professional interruptions to raise children or care for aging...
Keep It in the Family: Succession Planning for Family Businesses

Keep It in the Family: Succession Planning for Family Businesses

by Independent Financial Services | Aug 10, 2023 | Business Ownership, Retirement Planning

For family businesses to succeed and remain in operation from one generation to the next, succession planning is a crucial procedure. Early succession planning is crucial, and each plan should be customized to meet the particular requirements of the company. Various...
Annuities for Women: The Key to a Secure Retirement?

Annuities for Women: The Key to a Secure Retirement?

by Independent Financial Services | Aug 8, 2023 | Retirement Planning

As women approach retirement, women have particular financial demands and worries. They frequently have to work more to make less money than men, but because of their longer lifespans, their savings must last longer than the average male retiree. Because of this,...
Staying Healthy in Retirement:  A Guide for Women

Staying Healthy in Retirement: A Guide for Women

by Independent Financial Services | Jul 25, 2023 | Retirement Planning

As women enter retirement, it is important to prioritize health in order to maintain an acceptable quality of life during the golden years. Failure to do so can result in suffering health issues unnecessarily during retirement. Here are some tips to maintain...
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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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