Klaas Financial has been in business since 1976 and we have offices in Northern Illinois and Southern Wisconsin. We help individuals, families and companies plan and invest for retirement. Our objective is to provide our customers with answers to all their retirement questions in one place.
We are deeply committed to our client’s personal and financial wellbeing. We endeavor to deliver clear, objective, and prudent financial advice, while adhering to the principal of good stewardship. Our recommendations are designed to help grow, preserve, and eventually transfer wealth in accordance with our client’s personal goals and objectives. We strive to create a relationship of respect and integrity that will allow our clients to focus their time, energy, and resources on faith, family and friends.
When seeking advice from a qualified financial advisor it is important to know that they have your best interest in mind. Since Klaas Financial has no proprietary products, you can be assured that they are providing you the best financial services available. The professionals at Klaas come along side you to find solutions that fit your needs.
Choosing a financial planning team is a very important decision. At Klaas Financial, inc., our reputation for integrity is the cornerstone of our business. We recognize that the relationship with our clients is paramount in all our activities, and every member of our team works hard to earn your trust every day.
Our team listens respectfully to your concerns and asks pertinent questions. Using a systematic, step-by-step process, we walk you through the complex financial maze and make suggestions. With confidentially and respect for your preferences, we guide you in developing your financial plan.
For a list of our individual, family and corporate services, please visit Our Services.