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Is your 401k plan built to achieve optimal savings and retirement outcomes?


A plan analysis can help by providing insight into plan management, identifying areas for improvement, and checking for excessive fees and proper diversification of investments.

Free 401k Analysis 

​We can help you measure the health of your retirement plan and uncover potential opportunities. 

Where do you see room for improvement in your 401k plan?

We will be in touch shortly with info about your 401k plan analysis.

Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors. 

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