Our mission is to make financial “adulting” easier for our clients.
Our mission
Our goal is to help simplify the process, providing clear, straightforward guidance and support that empowers you to make informed decisions with confidence. Whether you're setting up your first savings account, planning for retirement, or exploring insurance options, we're here to provide the knowledge and tools you need to succeed. We believe that everyone deserves access to quality financial advice, regardless of their background or financial status.
Our Trusted Process
- Introductory Phone Call
- Generate a Financial Plan
- Step by Step Roadmap
- Sit back and Enjoy Retirement
The Tax Favored Retirement Team
Andrew Surber
The global financial crisis of 2008-2009 first piqued Andrew’s interest in the financial markets. With a business degree and an entrepreneurial spirit, he dreamed of striking out on his own terms in the financial industry. After building insight for seven years with a regional advisory firm, Andrew launched APS Ventures to pursue his long-term vision of serving clients in a new way. He leads the team, manages the firm’s performance, reporting and speaks the truth.
Ted Perez
Ted Perez is a Financial Advisor at APS Ventures with over 20 years of helping families with reaching their financial goals. He assesses the financial needs of individuals and helps them with decisions on investments, and insurance.
By focusing on educating his clients about the current financial landscape, Ted Perez has been able to put his Bachelor of Finance & Management earned at Park University to good use. Over the years, His commitment to customer service at Scottrade gave him the confidence to move to the Independent side in 2016.
When he is not at APS Ventures, Ted Perez is an avid Kansas City Sports Fan and loves spending time with his wife Sarah and their son Isaac.
Why work with us
At Tax Favored Retirement, our mission revolves around simplifying the financial landscape for our clients, making the often-daunting task of managing personal finances and insurance more approachable and less intimidating. We understand that navigating the intricacies of financial planning, investment strategies, and insurance policies can feel overwhelming, especially for those who are taking their first steps towards financial independence and stability.
- Trustworthy Guidance
- Knowledgeable Team
- History of Proven Results
