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.
Tell us a little more about your investment objectives and level of comfort with risk.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Retirement Extender® provides investment management services with a personalized strategy recommendation based on your unique needs 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 to you to invest so that you can donate to charities or other non-profit organizations? 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
Is it important for you to set aside money for your children’s or grandchildren’s education? 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
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.
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 Group 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.
Retirement Extender® is headquartered in Albuquerque, New Mexico. Contact us today to speak with a financial advisor or financial professional.
Retirement Extender®’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more
As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more
Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Published by Tyler Schlumpf
We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more
Global stocks continued to decline as economic weakness and the possibility of further rate increases by the Federal Reserve worried investors. After rallying in late October and early November, global stocks were trading near the levels reached during the October decline. Read more
