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
Business Ownership: What Taxes Does a Small Business Have to Pay?
Small business owners often make the mistake of diving in headfirst without considering the myriad of details associated with owning a business. One major part of owning business is taxes - something all businesses must pay. Knowing what to expect with your small...
Lawn Watering Tips
Scotts Miracle-Gro Company states that most lawns need 1 to 1.5 inches of water per week – either from rain or watering – to soak the soil that deeply. That amount of water can either be applied during a single watering or divided into two waterings during the week....
Estate & Giving: 6 Essentials Every Estate Plan Must Have
When you've worked hard your entire life, you want your possessions to remain. Instead of letting them waste away, passing them on to your loved ones can help your legacy live on. If you don't have an estate plan yet, we'll let you in on why it's important and share...
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