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A strong financial plan should center around you and your goals. 

 

Your needs always come first, as fiduciary advisors, we can create a financial plan tailored to your individual needs.

Financial Analysis 

​We can help you get on track to reach your goals and uncover potential opportunities. 

Where do you see room for improvement in your financial life?

We will be in touch shortly with info about your financial plan.

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. 

RETIRE YOUR WAY 

Fran Gillis AIF®, QPFC, PPC, CFWP
Lucas Gillis AIF®, CPFA, CFWP
srpretire.com/contact-us/

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Investment advisory services offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor

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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.  

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

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