MEET 401K EXTRA
WHAT DRIVES US
We are passionate about helping people reach their financial goals. We believe that everyone should have access to financial advice, regardless of their income level or financial situation.
Your 401k Team
401k Extra is a family-owned, Colorado-based company with a strong desire to help people reach and exceed their 401k, financial, and retirement planning goals.
In addition to the personalized support you receive from 401k Extra, we draw on the strengths of our partners to make sure you have comprehensive assistance.
COMMITTED TO MAKING A POSITIVE DIFFERENCE
Fran & Lucas believe in the importance of being active members of the community, supporting local businesses, and enjoying all that Colorado has to offer. From coaching sports to teaching Junior Achievement to volunteering with organizations like local Chambers of Commerce, Adopt-a-Highway, and W.O.L.F. Sanctuary, they are always looking for ways to give back.
Being a member or involved in these organizations does not guarantee future investment success and should not be construed as a current or past endorsement or testimonial by these organizations. Being a member or involved in these organizations does not suggest that any of our clients or prospective client will experience a higher level of investment performance.
With the help of these partners, we can provide you with a deep bench of support and the tools you need to help you reach your financial goals.
Dynamic Wealth Advisors
Dynamic Wealth Advisors is a network of wealth managers throughout the U.S. with the focus of helping individuals and corporations achieve their personal and corporate goals in a high quality, fiduciary manner.
Dynamic Wealth Advisors may provide administrative support, compliance, cyber security solutions, client-facing technology and reporting, operations assistance, investment research, trading support, and many other services.
Retirement Plan Advisory Group
RPAG is a consortium of retirement plan consultants throughout the U.S. focused on providing high-quality plan solutions at competitive prices.
RPAG's elite team of ERISA retirement plan specialists is made up of former practicing ERISA attorneys, fiduciary experts, advanced plan consultants, seasoned investment professionals and portfolio managers, compliance experts, and dedicated technical and support staff. They offer an expansive technology suite that is robust, comprehensive, and ever-evolving to meet your needs.