The stock market’s movements can cause a bit of anxiety and stress for investors. One of the keys to a successful retirement is to keep saving, no matter what the stock market is doing. It’s always beneficial to connect with an advisor to help understand your investments whether the stock market is up or down.
Fran Gillis AIF, QPFC, PPC, CFWP
Lucas Gillis CPFA, CFWP
connect@401kextra.com
970-225-2001
About Your Local Colorado Retirement Advisors
At 401k Extra, we are passionate about providing solutions that:
— Help sponsors measurably improve their retirement plan success.
— Improve participant outcomes and retirement readiness.
— Help families achieve their financial and retirement goals efficiently and timely.
As 401k specialists, we can help you measure the health of your retirement plan and uncover potential opportunities. Get your free 401k analysis today.
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.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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