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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)?

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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.

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    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.

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    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.

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    Our Locations

    Retirement Extender® is headquartered in Albuquerque, New Mexico. Contact us today to speak with a financial advisor or financial professional.

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    Insights

    Retirement Extender®’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    Video
    Q1 2022: Quarterly Market Outlook

    Watch this webinar hosted by Carson’s Senior Investment Strategist, Scott Kubie, and Portfolio Strategist, Patrick Sittner, as they cover the market outlook for 2022.

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    Market Commentary
    Market Commentary: U.S. Inflation Challenges Likely ...

    Inflation remains a challenge to the U.S. economy. CPI rose 0.5% in December and surged 7.1% during the last year. It wasn’t all food and energy prices. Core inflation, which excludes those more volatile elements, increased 0.5% as well. As the bright blue line in Figure 1 shows, inflation has reaccelerated after dipping in the third quarter.

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    Blog
    The Opportunity in Change: How Changing Goals ...

    During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to take out home equity or get a bridge loan, we were able to put a down payment on the second home and be OK for those three weeks.

    Read More
    Tax-Loss Harvesting
    Monthly Newsletter
    Any Time is Tax-Loss Harvesting Time

    Published by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.

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    Blog post
    • Expand Your Charitable Reach

      As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: one for savings, one for spending and and one for charity.Read more

    Weekly Market Commentary
    • Market Commentary: Job Surveys Show Conflicting Data; Fed May Shrink Balance Sheet Sooner Than Expected

      The employment report released last week may have raised more questions than it answered. The establishment survey, which surveys businesses, showed only 199,000 jobs were created, missing expectations of 400,000 (Figure 1). The household survey gave a very different picture. Unemployment fell to 3.9%, employment rose by 650,000, and 170,000 people joined the labor force. The gap is partly reconciled by reports new businesses are being formed at a rapid pace and the usually more accurate establishment survey isn’t keeping up with the underlying changes.Read more