Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.


Aaron Kurasch

Aaron Kurasch

Financial Advisor

Associate Vice President
Visit Aaron Kurasch's website


Kristina Fletcher

Kristina Fletcher

Client Service Associate


  • Kris has over 25 years of experience in the financial industry. Series 7, 63 and 65 licensed and AZ Life/Health Insurance Licensed.

Roles & Responsibilities

  • Kris enjoys working with Aaron and his clients to help them realize their firnancial goals.
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