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Customized Strategies Through Every Stage of Life.

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OUR CLIENTS

Millennials

Retirees

Business Owners

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

Hunting For Easter Eggs

Hunting For Easter Eggs

An Easter egg basket can be used as a metaphor to describe a mutual fund. Franklin Templeton describes mutual funds as a type of investment in which investors pool their money together to buy a portfolio of stocks, bonds or other securities in order to take advantage of diversification and professional portfolio management at a reasonable cost.

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