About Retirement Extender®

Steven Margulin founded his CPA business in 1993. In 2012 he established his Albuquerque-based firm Retirement Extender because he wanted to do more to help clients in reaching their financial and life goals. At Retirement Extender®, we are dedicated to providing you with the highest level of service, delivering trust, transparency and accountability to ensure you have a truly personal experience with your advisor. Our mission is to provide leadership for our clients’ financial lives and to help our clients reach financial independence and security in retirement. We strive to ensure peace of mind for our clients by providing financial structure and helping our clients to maintain financial stability.

 


Core Values

Retirement Extender® has a fiduciary duty to always act solely in the interest of our clients. Additionally, our values include openness, integrity, honesty, and trust.