Retirement Extender® is a wealth management firm that assists our clients in reaching their financial goals, as well as their life goals. We use a team approach to provide these services. By leveraging the latest in computer technology, we can use dedicated portfolio investment strategies once reserved only for institutional-sized portfolios. This allows our team to truly customize a portfolio for each client instead of fitting clients into standard categories. Additionally, we specialize in tax efficient distribution strategies which can result in considerable tax savings. We call this the Retirement Extender® Method.
In this framework, Retirement Extender® combines specialists in financial planning, investing, and tax into an integrated team working for our clients. These specialists collaborate to provide unique investment advice using asset dedication methods. We integrate a planned mix of tax-deferred, taxable and tax-free accounts to provide choices for where to take addition income in years when it is needed. The result is a customized Written Financial Plan with investment strategies that can be updated periodically as your needs and goals evolve throughout your lives.
Retirement Extender® provides investment management services with a personalized strategy recommendation based on your unique needs and objectives. Learn more
When you retain the services of the firm, our team meets with you to gather information about your financial background, circumstances to consider, resources available to fund your future desired lifestyle, and goals and objectives. Learn more
Tax planning is the analysis of planned financial situations or transactions from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in a tax-efficient manner. Learn more
Is it important for you to set aside money for your children’s or grandchildren’s education? Learn more
Is it important to you to invest so that you can donate to charities or other non-profit organizations? Learn more
We have professional relationships with estate planning attorneys and can provide recommendations, or we will be happy to work with your existing attorney to assist with your estate planning and provide a tax-efficient estate process. Learn more