Our goal is to help businesses have employees that are as excited to jump out of bed on a Monday as they are on Friday

Creating and designing the perfect retirement plan is difficult. Building a program that attracts motivated, high-performing, loyal employees is hard. A plan that meets all legal and regulatory requirements, while being tailored to you and your business’ unique position is even more challenging. Like people, no two plans are the same. You deserve a customized solution, constructed to fit your own and the company’s goals, not a one-size-fits-all program. A plan that is exclusively designed for your situation.

Finding the solution that works best requires having a different perspective, one that can see the whole picture encompassing all facets of the business. That is where 401k Extra comes in. We are passionate about helping you, your company, and your employees reach their goals and accomplish them in a fun, efficient, and professional manner. Through our team’s experience and vision, along with the technology we bring, we will strive to take the headaches out of the process and help you build the best plan for you.

Retirement Plan

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