attend our complImentary webinar:
VALUE ACCELERATION
Our goal is to help you achieve success in every area of life so that it's easier to live the life you want, while achieving financial freedom at the same time.
LIMITED TIME ONLY
LESSON #1
Discover the effective process of growing value in your business.
LESSON #2
Learn more about the best practices to drive higher profits.
LESSON #3
How to align your personal goals with your business goals.
About Your Presenters
Jodi 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.
Eric Miller
Paraplanner, Project Manager
Eric first joined the team in 2017 when Welch Financial became part of IFS. Today, he has two main areas of responsibility as he is one of our Service Advisors as well as our Project Manager. As a Service Advisor, Eric works with our Financial Advisors to help our clients achieve their financial goals. On the Project Manager side of things, Eric helps keep our business heading in the right direction as he oversees companywide strategic initiatives.
Contact Info
Address

20635 Amberfield Drive, Suite 102 
Land O' Lakes, FL 34638

Phone

p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626

Email

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