Khan Lyon Rosin & Associates

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.



Advisors

Shehzad D. Khan

Shehzad D. Khan

Financial Advisor

Managing Director
Visit Shehzad D. Khan's website

Team

Carlie Clayton

Carlie Clayton

Client Service Associate,

Practice Manager

Qualifications

  • •Series 7-General Securities Representative •Series 63-Uniform Securities Agent State Law •Notary for Ameriprise Financial Clients

Roles & Responsibilities

  • Carlie has worked with the practice for 13 years. She can help you with scheduling client meetings, answering account questions, and assist with money movement. She can also coordinate events.
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