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A strong financial plan should center around you and your goals. 

 

Your needs always come first, as fiduciary advisors, we can create a financial plan tailored to your individual needs.

Financial Analysis 

​We can help you get on track to reach your goals and uncover potential opportunities. 

Where do you see room for improvement in your financial life?

We will be in touch shortly with info about your financial plan.

Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors. 

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