Broker Check

FIRM BROCHURE

Registered Investment Advisers must annually provide existing clients with a list of material changes or a copy of their firm Brochure (Form ADV Form 2A).

Our brochure provides important information about our firm and its associates.  Below we have made available our most current Brochure, as well as our Brochure Supplements.

If you have any questions after reading our Brochure, please contact Retirement Extender® via letter or email, or the contact form below.  As always, please feel free to call us at 505-345-6611.

ADV Form 2A: Firm Brochure

Brochure Supplement: Steven Margulin

Brochure Supplement: MJ Kawamoto

Brochure Supplement: Julie Franchini

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