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  • Writer's pictureLucas Gillis

Q2 2023 Employee Newsletter: Retirement Savings and Milestones


No matter where your employees are in their career, there is still time to set goals for finances and retirement!


Whether they are early-career, mid-career or late-career, a few key tips can avoid common pitfalls and align goals with savings benchmarks.


Share the new Q2 Employee Newsletter: Goal Setting Edition with your employees.



RETIRE YOUR WAY 

Fran Gillis AIF®, QPFC, PPC, CFWP
Lucas Gillis AIF®, CPFA, CFWP
connect@401kextra.com

970-225-2001

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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 and Lucas Gillis are Investment Advisor Representatives 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.  

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