OUR CLIENTS
Women
Millennials
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
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.
Do You Pay Capital Gains Tax When Selling a Home During Divorce?
Under certain circumstances, you may be able to avoid having to pay capital gains tax if you end up selling your family home as a result of a divorce.
5 Top Investments for a Military Family
If you are currently serving in the military, you may want to investigate some investments available for military personnel. Taking advantage of these unique opportunities, may provide financial benefits for you and your family in the long term.
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