Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Social Security for Women: What You Need to Know

Social Security for Women: What You Need to Know

by Independent Financial Services | Jul 20, 2023 | Retirement Planning

Social Security is a crucial retirement benefit for millions of Americans. It offers a safety net to seniors who have worked hard for decades, providing them with a steady income stream in their golden years. However, women face unique challenges when it comes to...
5 Essential Retirement Planning Tips for Business Owners

5 Essential Retirement Planning Tips for Business Owners

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

As a business owner, it’s easy to get caught up in the day-to-day operations of your company. However, keep in mind that retirement is just as important as the present.  If you’re a business owner, you need to have a solid plan in place for your golden...
Empowering Women to Conquer Retirement Planning

Empowering Women to Conquer Retirement Planning

by Independent Financial Services | Jun 1, 2023 | Retirement Planning

It is never too early to start planning for retirement. The last thing you would want to happen is not having the financial stability and resources necessary to maintain the quality lifestyle that you deserve after working for so long. However, retirement planning can...
Master the Basics of Retirement Planning Today

Master the Basics of Retirement Planning Today

by Independent Financial Services | May 16, 2023 | Retirement Planning

Retirement planning is an essential part of managing your finances. It is never too early or too late to start preparing for your golden years. Retirement is the time when you will have to rely on the savings and investments you have made during your working years to...
Finding Unclaimed Retirement Benefits

Finding Unclaimed Retirement Benefits

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

Retirement benefits are a vital source of income for many people after they stop. However, many individuals are unaware of unclaimed retirement benefits they might be eligible to receive. According to the National Association of Unclaimed Property Administrators, over...
How to Save for Retirement Without a 401(k)

How to Save for Retirement Without a 401(k)

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

Retirement is a crucial time in every person’s life when they will have to rely on their savings and investments to maintain an acceptable quality of life. However, not everyone has access to a 401(k) plan. Fortunately, there are several other ways to save for...
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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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