Ind. Financial Serv.

Independent Financial Services. Jeannie Holliday CFA, CDFA & Jodi Perez, CFP®
Disclosure:

[Ind. Financial Serv. @IFSTampaBay]

Help young investors build confidence by understanding the fundamental tools and strategies that support long‑term financial success. Explore this primer highlighting key concepts from stocks and bonds to investing styles like value and growth: https://t.co/4PDdTdyHJc

[Ind. Financial Serv. @IFSTampaBay]

Rebalancing your portfolio may help it grow in the right direction. #Investing #FinancialWellbeing #WelathManagement https://t.co/Gbr5yhfm2Q

[Ind. Financial Serv. @IFSTampaBay]

🏈 Football is back, and the IFS office couldn't be happier! Here's Jeannie, Jodi, and Alex alongside some Tampa Bay Buccaneers favorites. ❤️🏴‍☠️

#FootballIsBack #OfficeFun #NFLKickoff #GameDayVibes #TeamSpirit 🏈❤️

[Ind. Financial Serv. @IFSTampaBay]

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

[Ind. Financial Serv. @IFSTampaBay]

🚢✨ Throwback Thursday! ✨🚢

Taking a trip down memory lane to when the IFS team set sail on a dinner cruise! 🌅⚓

Have you ever been on a dinner cruise? Tell us where!

#ThrowbackThursday #TBT #OfficeAdventures #MakingMemories #SunsetViews 🌊✨😊

[Ind. Financial Serv. @IFSTampaBay]

🏈 We may not all cheer for the same team, but today's potluck was a winner! The IFS team celebrated the start of football season with delicious food and great company.

Which NFL team are you cheering for? 🏈

#GameDayFood #OfficePotluck #WorkplaceFun

[Ind. Financial Serv. @IFSTampaBay]

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick: https://t.co/Sf970WW2y1

[Ind. Financial Serv. @IFSTampaBay]

Here's to the hard work behind every goal. Happy Labor Day! As a reminder, our office is closed today.

[Ind. Financial Serv. @IFSTampaBay]

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life. #Retirement #RetirementPlanning #FinancialWellbeing https://t.co/YTTBiPPNvE

[Ind. Financial Serv. @IFSTampaBay]

The IFS team enjoyed a delicious sundae bar today! 🍨✨ Jodi made homemade coffee ice cream, and we had plenty of tasty toppings to choose from. What's your favorite sundae topping? 😋🍫🍓

#IFSTeam #SundaeBar #SweetTreats

[Ind. Financial Serv. @IFSTampaBay]

How cyber savvy are you? No matter where you rank, learn how to defend yourself and safeguard your assets. #CyberSecurity #DigitalSafety https://t.co/1nWLalD9Vt

[Ind. Financial Serv. @IFSTampaBay]

☕️⛰️ Sharing this gorgeous shot from Joanna! She took some time to disconnect at a cousin's wedding up on Lake Winnipesaukee, New Hampshire. What a view!

#LakeWinnipesaukee #CoffeeWithAView #IFSTravelDiaries

[Ind. Financial Serv. @IFSTampaBay]

By carefully managing your #debt and understanding its role in your financial plan, you can help achieve a more balanced and less stressful life! #FinancialPlanner #FinancialPlanning https://t.co/5hTHYyPXVO

[Ind. Financial Serv. @IFSTampaBay]

Your nest egg may be the size you want, but if you haven't answered these three questions, your #retirement may lack an important type of wealth! https://t.co/rSaSGt97MX

[Ind. Financial Serv. @IFSTampaBay]

True longevity planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives.
#FinancialWellbeing #LifeCenteredPlanning #LongevityPlanning https://t.co/9wcRe40jUy

[Ind. Financial Serv. @IFSTampaBay]

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict? https://t.co/xWtgYiP81O

[Ind. Financial Serv. @IFSTampaBay]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/5hnhrVYnuf

[Ind. Financial Serv. @IFSTampaBay]

Key shifts are shaping the economy and financial markets. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam shares his perspective on how trends may evolve in the months ahead: https://t.co/KwrF4aAECR

[Ind. Financial Serv. @IFSTampaBay]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/BWIOiFEGJE

[Ind. Financial Serv. @IFSTampaBay]

4Q25 earnings are off to a strong start. Raymond James Chief Investment Officer Larry Adam analyzes what that means for the technology sector and more in the latest Weekly Headings: https://t.co/FUmzBFJLCW