About Us

IFS's philosophy is firmly looking out for our client’s best interests – it’s your dreams and goals that guide us in helping you make them eventual realities. We are committed to providing professional financial advice in creating a road map for today and tomorrow. Learn more>>



Events & Workshops

Social Security seminar coming in October! Exact dates to be determined. Check back soon!

Latest News from IFS

Jodi Perez is named finalist in 2014 Tampa Bay Business Journal BusinessWoman of the Year

Congratulations to Jodi Perez for being named a finalist in the 2014 Tampa Bay Business Journal BusinessWoman of the Year. The Tampa Bay Business Journal‘s 2014 BusinessWoman of the Year Awards and inaugural Bizwomen Summit aim to celebrate the achievements of successful women throughout Tampa Bay.  This is the awards’ 10th anniversary and 50 local businesswomen have […]


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