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

Information Security Seminar

Learn how you can help protect yourself, your identity and learn about your financial options.

Tuesday, October 28th


Heritage Harbor 19502 Heritage Harbor Parkway Lutz, FL 33558

Dinner will be served 

Thursday, October 30th


Hampton Inn 13215 US Hwy. 301 Dade City, FL 33525

Dinner will be served 

(Click here to download invitation)


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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