OUR CLIENTS
Millennials
Women
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.
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.
Some Services Include…
Retirement Planning
Have peace knowing we can help provide a streamlined plan to cover all your bases and ensure your assets last, so you can live the worry-free, abundant life you deserve.
Wealth Management
Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all stages of life.
Divorce Guidance
If you’re facing the challenges of divorce, you’ve come to the right place. Jeannie Holliday, a Certified Divorce Financial Analyst® (CDFA™) can assist you with your needs.
News & Events
What is a University Endowment?
Donating to a university endowment is one way you can make a difference by helping to fund academic institutions. There are also some tax benefits.
What is Step-Up in Basis?
Step-up in basis is an important concept for you to understand when developing an effective and comprehensive estate planning strategy.
What Not to Do When Withdrawing From a Retirement Account
Here are some common mistakes people make when choosing when to withdraw from a retirement account. Avoiding these mistakes can help maximize your resources.
Contact us to learn how we can help you prepare for the future.
20635 Amberfield Drive, Suite 102 Land O’ Lakes, FL 34638
p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626