401k EXTRA

Retire YOUR Way

You are our top priority and we are your co-pilot to financial success.  We genuinely care about our clients and families as well as our employees and their families.  We strive to build lifelong relationships with clients, and we’ve been helping companies and individuals for over 34 years.

Our Services

 

Retirement

Plans

Building a program that attracts motivated, high-performing, loyal employees is hard.That is where 401k Extra comes in. 

Individual

Solutions

Whether you want to consider a holistic approach or focus on specific goals, 401k EXTRA is committed to serving your best interest first.

Free Plan

Assessment

Schedule a free plan health assessment with us today.

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The What and The Why

Our focus is to help people overcome their financial stresses so they can focus on their dreams and the life they want to live.   

 

We strive to help employers create a culture that inspires employees to be as motivated to jump out of bed on Monday as they are on Friday.  

 

We are passionate about helping others improve their financial well-being and achieve their goals in life.  Our priority is to foster a people-centric work environment and culture that encourages a well-balanced life for clients and employees  alike.   

Helping people be as excited to come to work on Mondays as they are on Fridays!

Click HERE for Dynamic's Form CRS (Client Relationship Summary) and HERE for Dynamic's ADV Firm Brochure.

For additional information click HERE.

Advisory services offered through Dynamic Wealth Advisors.
 

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

Francis Gillis is an Investment Advisor Representative with Dynamic Wealth Advisors dba 401K Extra LLC All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  

Check the background of this financial professional on FINRA's BrokerCheck

401k Extra LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. 401k Extra LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

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