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Jodi B. Perez, CFP®

Independent Financial Services

20635 Amberfield Dr
Ste 102
Land O' Lakes, FL 34638
Phone: (813) 908-2701
Fax: (813) 909-0626

Toll-free: (888) 811-1817

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Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Identity Theft
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.