fbpx

Customized
Strategies Through

Every Stage of Life

Customized
Strategies Through

Every Stage of Life

Small business owner

Every Stage of Life

Retirement

Every Stage of Life

Millenial

Every Stage of Life

clients

OUR CLIENTS

What Makes Us
Different

With more than 160 years of combined experience, we strive to give our clients the individual attention and service they deserve. At Independent Financial Services, we are a team of highly distinguished individuals, each with our respective specialties and certifications to help better serve various financial concerns. We pride ourselves in serving clients with devoted guidance and customized service.

center

RESOURCE CENTER

The Ultimate
Millennial Money
Guide
Women-Focused 
Financial Guide

Business Owner’s Financial Freedom Checklist

Most Common Retirement Planning Questions

Jodi B. Perez, CFP®, CEPA

Partner, IFS | Senior Financial Advisor, RJFS

Jodi earned her Bachelor’s Degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™, Jodi understands the complex intricacies of retirement planning, estate planning and portfolio analysis. As a member of the National Financial Planning Association, Jodi keeps abreast of all-important tax, retirement and investment updates and changes that may benefit her clients.

Jeannie Holliday,
CFA, CDFA™

Partner, IFS | Senior Financial Advisor, RJFS

Jeannie earned her Bachelor‘s degree and MBA with a concentration in Finance from the University of South Florida. She is a Chartered Financial Analyst (CFA), a designation signifying her extensive knowledge of accounting, equity analysis, fixed-income securities, economics and portfolio theory.

Services

Services

Some Services
Include…

Women
Investors

Retirement
Planning

Women
Investors

Retirement
Planning

Services

Some Services
Include…

Services

Some Services
Include…

Women
Investors

Retirement
Planning

Divorce
Guidance
Business
Owners
Legacy
Planning
Divorce
Guidance
Business
Owners
Legacy
Planning

our team

MEET THE REST OF
THE TEAM

Experienced. Professional. Involved.
Experienced

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

VIEW MORE

news

NEWS & EVENTS

Tips to Keep Your Brain Healthy

Tips to Keep Your Brain Healthy

Your brain will naturally begin to change with time resulting in memory problems or even Alzheimer’s and dementia. Here are a variety of tips to help keep your brain healthy.
Signs You Are Ready to Retire

Signs You Are Ready to Retire

How do you know when is the right time to retire? Here are common signs which may indicate it is time for you to stop working to earn a living.
Is a Down Payment Necessary for a Business Loan?

Is a Down Payment Necessary for a Business Loan?

How much of a down payment you need for a business loan will depend on various factors related to your personal finances. The type of loan also makes a difference.
How to Discuss Estate Planning with Your Parents

How to Discuss Estate Planning with Your Parents

Having the important conversation with your parents about estate planning can be challenging. Here are some tips to help you make it easier.
{"slide_show":3,"slide_scroll":1,"dots":"true","arrows":"false","autoplay":"true","autoplay_interval":2000,"speed":300,"loop":"true","design":"design-1"}

step

Our Process

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been theLorem Ipsum is simply

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been theLorem Ipsum is simply

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been theLorem Ipsum is simply

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been theLorem Ipsum is simply

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been theLorem Ipsum is simply

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been theLorem Ipsum is simply

We do this by:

Lorem Ipsum Dolor Text

Lorem Ipsum Dolor Text

Lorem Ipsum Dolor Text

CONTACT US

Location

20635 Amberfield Drive, Suite 102 Land O’ Lakes, FL 34638

Phone

p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626

Email

ifs@raymondjames.com

Location

20635 Amberfield Drive, Suite 102 Land O’ Lakes, FL 34638

Phone

p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626

Email

ifs@raymondjames.com

CONTACT US TO LEARN HOW WE CAN HELP YOU PREPARE FOR THE FUTURE.