I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from frequent infections. The US spends about $400,000 per patient each year trying to repair the damaged skin, only to see a new patch fall off. Doctors can turn to antibiotics, steroids and skin grafts, but because this is a genetic disease, the underlying issue remains.Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Retirement Extender®, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Retirement Extender® we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Retirement Extender® provides investment management services with a personalized strategy recommendation based on your unique needs and objectives. Learn more
Tax Planning
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
Charitable Support Planning
Is it important to you to invest so that you can donate to charities or other non-profit organizations? Learn more
Financial Planning
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
Educational Planning
Is it important for you to set aside money for your children’s or grandchildren’s education? Learn more
Estate Planning
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
Personalized Investment Management
The Retirement Extender® mission is to provide leadership for our clients’ financial lives and to help our clients reach financial independence and security in retirement.
We are a wealth management firm based in Albuquerque, New Mexico, serving affluent and moderately affluent families, business owners and executives. Our team provides the highest level of service for both local and national clients in financial planning and investment management.
We are different from other wealth management firms because we integrate income tax planning and tax preparation as a component of financial and investment planning. We feel that we can best guide you to a successful financial future by also preparing your tax return. Tax returns are reviewed and signed by a CPA.
Contact us today and let Retirement Extender® help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Retirement Extender® is headquartered in Albuquerque, New Mexico. Contact us today to speak with a financial advisor or financial professional.
Insights
Retirement Extender®’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Monthly Newsletter
Managing Your Wealth with Life Insurance through ...Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.
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Market Commentary
Market Commentary: GDP Surges After Stimulus, Fed ...U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within 0.9% of its all-time high. If expected growth is included, the economy remains 3.7% below pre-COVID trends. Personal income jumped 21.1% from February as a second round of stimulus checks pushed money out to most Americans. Spending increased as well, but not as much as income. Personal consumption rose 4.2%, and services consumption, hindered by COVID concerns, rose only 2.2%.
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Blog
How to Fit the Kids’ College into ...There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.
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Video
Quarterly Market Outlook Highlights: Q2 2021Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
Read MoreWeekly Market Commentary
- Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb
S&P 500 earnings are exceeding elevated expectations. Before earnings season began, S&P 500 earnings were expected to grow 23.6% as businesses rallied from lower earnings during the COVID shutdowns from one year ago. Based on the first quarter of companies reporting, earnings are now expected to grow more than 33.8%, and revenue is now expected to rise 7.5%.Read more