Tax Favored Benefits Advisors, and a team led by Timothy Gaigals, CFP® and Connor O'Keefe, have formed a strategic partnership with MDIS to offer its members exceptional retirement plan services. Tax Favored Benefits Advisors has maintained a dedicated focus on retirement plans and wealth management since its inception in 1978, and currently oversees more than $2 billion in assets spanning across 700+ retirement plans and individual accounts nationwide. Our commitment to your retirement plan includes regular on-site meetings, complemented by 24/7 availability via phone and web.
In addition, Tax Favored Benefits Advisors offers comprehensive financial planning to all plan participants at no additional cost. MDIS has negotiated a discount through our strategic partnership on behalf of all members on retirement plan and wealth management services through Tax Favored Benefits Advisors. Tim, with over two decades of experience, works with many dentists across the Midwest on their unique retirement planning needs. For a reference or a complimentary no obligation consultation, please contact us.
Tim Gaigals or Connor O'Keefe
913-341-6467 | Website
Solicitor Disclosure | Advisor Disclosure 1 | Advisor Disclosure 2
Tim Gaigals and Connor O’Keefe offer products and services using the following business names: Tax Favored Benefits, Inc. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | TFB Advisors, LLC – investment advisory services. AIC is not affiliated with Tax Favored Benefits, Inc., TFB Advisors, LLC or Missouri Dental Insurance Services.