Andrew Surber, CEO Specializing in Social Security
Andrew Surber
CEO, Tax Favored Retirement
Professional Profile
Meet Andrew Surber, a respected CEO at Tax Favored Retirement, based in Missouri. With a profound passion for guiding business owners and individuals in taking control of their financial and retirement futures, Andrew specializes in navigating the intricate relationship between Investments, Taxes, and Risk. His unique approach combines expert insights with a dedicated team, allowing for the creation of customized plans that offer diverse, holistic solutions tailored to each client's needs.
As a holder of the NSSA® Social Security certification, Andrew Surber brings specialized knowledge of Social Security planning to every client relationship.
Andrew's commitment to a team-based, unbiased advisory practice means that clients benefit from innovative strategies outside of conventional investment portfolios. This ensures a focused effort on producing outcomes that truly align with their financial goals. A lifelong resident of Gladstone, MO, Andrew earned his Bachelor’s Degree in Business Administration from Baker University and now resides in Kansas City with his wife Jenny and their four children. Outside of work, he enjoys spending time in nature, engaging in activities like hunting, fishing, and camping.
Trustworthy and knowledgeable, Andrew Surber is your go-to expert for effective retirement planning and financial advice in the Kansas City area. Let Andrew and his team help you secure a brighter financial future.
Contact Andrew
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.