401k Extra LLC

401k Extra LLC 401k Plan Management Services

Fran Gillis and Lucas Gillis are Investment Advisor Representatives o "Retire Your Way" with 401k Extra LLC.

We provide 401k and pension consulting to corporations and non profits as well as retirement planning for individuals. We are independent consultants who serve your specific retirement plan needs. We help customers throughout the US and we work with national strategic partners such as TD Ameritrade, Charles Schwab, Fidelity, Vanguard and others to name a few. We are fee based fiduciary advisors wh

o provide transparency and we strive to avoid conflicts of interests. Our custom solutions are tailored to meet your specific needs at competitive prices while reducing risks as much as possible. Let us help you "Retire Your Way" today.

Understanding core retirement concepts can help you uncover gaps and opportunities in your plan. How fluent are you in r...
02/18/2025

Understanding core retirement concepts can help you uncover gaps and opportunities in your plan. How fluent are you in retirement planning? Take this 5-question quiz to find out—it’s quick, insightful, and might surprise you.

Discover potential weak spots in under 3 minutes.

Think you’re ready for retirement? Challenge yourself with 5 key retirement questions. It only takes 3 minutes—let’s see...
02/11/2025

Think you’re ready for retirement? Challenge yourself with 5 key retirement questions. It only takes 3 minutes—let’s see how you score.

Spoiler: Most people fail this 5-question quiz.

Do you know the ins and outs of retirement planning? Take this 5-question quiz to find out how fluent you are in retirem...
02/04/2025

Do you know the ins and outs of retirement planning? Take this 5-question quiz to find out how fluent you are in retirement basics. Most Americans only score 2/5—can you do better?

Find out what you really know & why it matters.

Thinking of borrowing from your 401(k)? Future-you might have a word of caution. Plan wisely today for peace of mind tom...
01/28/2025

Thinking of borrowing from your 401(k)? Future-you might have a word of caution. Plan wisely today for peace of mind tomorrow.

Learn from the missteps & wisdom of today's retirees

Carrying debt into retirement can be like bringing a financial weight to a marathon. Focus on paying down high-interest ...
01/21/2025

Carrying debt into retirement can be like bringing a financial weight to a marathon. Focus on paying down high-interest credit cards before you stop working — your future self will thank you.

What retirees would do over if they could go back

Life changes fast, and your retirement plans should too. Building flexibility into your strategies can save you from sur...
01/14/2025

Life changes fast, and your retirement plans should too. Building flexibility into your strategies can save you from surprises later. Let’s talk about how to prepare for the unexpected.

Hindsight from today's retirees can teach us a lot

Are you ready for the realities of retirement? Discover lessons today’s retirees wish they’d known sooner to create your...
01/07/2025

Are you ready for the realities of retirement? Discover lessons today’s retirees wish they’d known sooner to create your ideal retired life.

See what retirees would change & how it can help you

“Saving for a rainy day” — what does that mean to you? Questions like these are perfect icebreakers for financial discus...
12/24/2024

“Saving for a rainy day” — what does that mean to you? Questions like these are perfect icebreakers for financial discussions. Start bridging the money-talk gap with the right conversation starters.

Money talks can offer many benefits. Here's why.

Why is money so hard to talk about? For many, it’s easier to discuss anything but finances. But it doesn’t have to be th...
12/17/2024

Why is money so hard to talk about? For many, it’s easier to discuss anything but finances. But it doesn’t have to be that way. I’m sharing 25 conversation starters to help ease into money talks with loved ones. Read them here.

Use these ice breakers.

Would you rather talk about money… or avoid it completely? Explore why we shy away from money talks and find 25 prompts ...
12/10/2024

Would you rather talk about money… or avoid it completely? Explore why we shy away from money talks and find 25 prompts to open the door to meaningful financial conversations by clicking here.

Dive into more purposeful money talks with ease.

When was the last time you talked about money with a loved one? Many avoid it, yet it’s crucial for financial freedom. T...
12/03/2024

When was the last time you talked about money with a loved one? Many avoid it, yet it’s crucial for financial freedom. That’s why I’m sharing 25 conversation starters that make it easier to begin in this month’s Visual Insights Newsletter. Click here to read more.

Here are simple ways to get started.

We all have a money personality that shapes our financial decisions, from saving to spending and everything in between. ...
11/26/2024

We all have a money personality that shapes our financial decisions, from saving to spending and everything in between. Find out your money personality and how to leverage it in this month’s Visual Insights Newsletter.

The more you know, the better it is for your financial life.

Address

155 E Boardwalk Drive, Suite 470
Fort Collins, CO
80525

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Website

Alerts

Be the first to know and let us send you an email when 401k Extra LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category