Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover 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 customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions—for today and tomorrow—with confidence.


Aaron Kurasch

Aaron Kurasch

Financial Advisor

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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