Enter to Win Over $2,000 Worth of Financial Planning Services!

At a time when many people are trying to figure out how they are going to afford to simply make it through the holiday season, several local businesses have banned together to offer one person or family the opportunity to begin the New Year with the gift of financial confidence.

The professionals at Independent Financial Services will award one local person or family a complete Financial Plan (valued at $1,500) that will help the winner plan ways to meet their short- and long-term financial goals.

The comprehensive financial plan will include:

·      Discussion of Strengths and Weaknesses

·      Discussion of Goals & Needs

·      Analyze and Evaluate Your Financial Situation

·      Identify Your Comfort Zone & Risk Tolerance

·      Develop and Present Potential Solutions to Meet Goals

Some of the specific areas that will be evaluated include:

·      Life Insurance Planning

·      Health Insurance Planning

·      Retirement Planning

·      Emergency Funds

·      College Saving

In addition to this complete financial plan, the winner will also receive the following services:

·      The creation of a complete Will Package from Gregg Heckley*, Attorney at Law. This includes a Last Will & Testament (may include a testamentary trust for minor children), Durable Powers of Attorney and Living Wills. This is a $550 value.

·      Personal Tax Preparation Service (Form 1040) by Terri Scarcelli*, President of Balanced Accounting and Tax, Inc. This is a $250 Value.

It is critical that people plan for their financial future, and according to the statistics, many people have little to no plan on how they will fund their retirement years beyond what social security has to offer.

According to the National Association of Personal Financial Advisors (NAPFA), 39% of U.S. adults have ZERO non-retirement savings and 40% of U.S. adults are saving less now than they did in 2011. Shockingly, 41% of Baby Boomers do not have a will and one half (50%) of all Americans with children have not taken the time to prepare a will.

We want to help people understand the importance of prudent financial planning, both for the short and long term. We created this contest not only to help one person or family with their financial planning needs, but also to raise awareness for everyone that waiting too long to begin planning for your financial future is a huge mistake.

There are no financial qualifications to qualify for this contest. You must simply meet the following criteria:

·      Live in the Tampa Bay area (Hillsborough, Pasco, Pinellas or Polk counties)

·      Fill out a contest entry form, which can be found at http://www.independentfinancialservices.net

·      Write a 300-word or less statement about why you should win this contest.

·      Currently are not working with a financial planner.

·      Like our Facebook Page so we can keep you updated on the progress of the contest.

For more information about the 2014 “Balancing Your Financial Future” Contest, visit www.independentfinancialservices.net or call (813) 908-2701.

The professionals at Independent Financial Services provide a variety of financial services to its clients, including comprehensive financial planning, ongoing active money management and investment management. The team specializes in four key areas: women and investing, retirement planning, divorce planning and small business solutions.

Jeannie Holliday, CFA, CDFA and Jodi Perez, CFP founded Independent Financial Services in Tampa, Florida in 2007 after both having previously owned and operated their own firms separately. There is over 100 years of combined experience among its dedicated staff. Independent Financial Services is located at 20635 Amberfield Drive, Land O’ Lakes, FL 34638. They can be reached at (813) 908-2701.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.  Securities are not deposits, not insured by FDIC or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are independent of Raymond James Financial Services. 

* The persons and services named above are independent of Raymond James.