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TAX FAVORED RETIREMENT
Tax Favored Retirement provides financial and insurance services to help clients prepare for a secure, tax-efficient retirement. They create straightforward...
TAX FAVORED RETIREMENT
Tax Favored Retirement provides financial and insurance services to help clients prepare for a secure, tax-efficient retirement. They create straightforward financial plans and guide clients through intro calls, video retirement planning sessions, and personalized retirement plans. Their mission is to make financial adulting easier with clear guidance on savings, retirement, and insurance. They also offer educational resources on Social Security and retirement income planning.
General information
Firm type
Asset Manager
Location
City
Kansas City
Principals
Andrew Surber
leads the team and manages the firm’s performance and reporting
Ted Perez
Financial Advisor
Frequently asked questions
Who runs investment decisions at TAX FAVORED RETIREMENT?
Named principals or investment decision-makers for this firm are not publicly identified in available records. The firm's management structure remains undisclosed.
What is the AUM or deployment size of TAX FAVORED RETIREMENT?
No AUM figure or deployment amount has been publicly reported for TAX FAVORED RETIREMENT. The firm does not disclose its scale through any known source.
In which regions or countries does TAX FAVORED RETIREMENT operate?
No geographic footprint—headquarters city, country, or additional offices—has been publicly confirmed for TAX FAVORED RETIREMENT. Available records do not specify its operational regions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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