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
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.
Check Your Retirement Fluency in 5 Questions Discover potential weak spots in under 3 minutes.
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.
Can You Get 100% on This Retirement Quiz? Spoiler: Most people fail this 5-question quiz.
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?
Test Your Retirement Knowledge (5-Question Quiz) Find out what you really know & why it matters.
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.
Insight-Filled Retirement Lessons Learn from the missteps & wisdom of today's retirees
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.
Key Lessons from Today's Retirees That Can Help You Now What retirees would do over if they could go back
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.
Retirement Lessons You Shouldn't Ignore Hindsight from today's retirees can teach us a lot
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.
What Retirees Wish They Knew Before Retirement See what retirees would change & how it can help you
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.
It Doesn't Have to Be Taboo Money talks can offer many benefits. Here's why.
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.
Talking Money Makes You Cringe? Use these ice breakers.
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.
Why & How to Talk Finance with Family Dive into more purposeful money talks with ease.
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.
Having Money Talks? Here are simple ways to get started.
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.
What Do You Know About Your $ Personality? The more you know, the better it is for your financial life.
Click here to claim your Sponsored Listing.
Category
Website
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 |