We provide Financial Health Advising to employees of small and medium sized businesses through group workshops and one on one individual (and family) impact sessions.

We have no products to sell; we provide only education, advice and answers. We will not manage 401k or 403b or other employer retirement plans.

The workshops are presented by a CPA, CERTIFIED FINANCIAL PLANNER™ practioner with over 20 years experience who also meets with many, if not all of the employees, for the impact sessions.

We present a rotating coursework of 3 approximately 3.5-hour sessions per year. We group our courses among three phases of one’s financial life:

I. Building a Foundation

II. Growing Financial Health into Financial Wealth

III. Protecting and Managing Financial Wealth

We are a NM Registered Investment Advisory firm and provide advice and services to residents of the state of New Mexico.

For more information please contact us at: info@retirementextender.com