Goal-based plans help you get an understanding of what may be involved with accomplishing a specific goal. Common short-term goals include: Planning for college, saving for or buying a vehicle, saving for a home or vacation home, preparing for a special vacation, saving for emergency reserves or any other short-term goal. Typical long-term goals include saving retirement, planning for college, buying a business, estate planning, and preparing for health care costs.

 

 

Goal – based planning allows you to look at alternative strategies and compare potential solutions prior to deciding  which strategies are most efficient, least expensive, or lowest risk solutions for you and your family.   We provide you the tools and guidance to help you reach your goals on your terms and time schedule.

 

Access your complimentary Goal

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.

© 2020 401k Extra, LLC

401k extra logo png cropped.png