TAX FAVORED RETIREMENT

Overview

Tax Favored Retirement is a small, independent RIA organized as an LLC that serves individual and family clients. The firm operates primarily as a discretionary portfolio manager and financial planner, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. Investment activity shows a clear tilt toward equities—particularly exchange-traded securities—while the adviser also uses mutual funds and directs allocations to third‑party managers when needed. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. Advisory services center on comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers or sub‑advisors. Its classification as a capital allocator means it actively places client capital across liquid equity markets and into selected alternative opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices