Downloads


These PDFs will give you additional insight into the services at Klaas Financial and opportunities we provide for our clients to address their financial goals. Take a look at these downloadable PDFs and let us know how we can help.

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Klaas Financial Asset Advisors, LLC Regulatory Brochures & Information:
ADV Part 2A-KFAA General Disclosure Brochure
Summary of Material Changes for General Disclosure Brochure

ADV Part 2A: Appendix 1-KIP Wrap Fee Brochure
Summary of Material Changes for Wrap Fee Brochure

Privacy Statement

ADV Part 2B-Wernsing-Cuevas, Maleeah
ADV Part 2B-Kite, Kyle
ADV Part 2B-Klaas, Craig J.
ADV Part 2B-Klaas, Craig M.
ADV Part 2B-Wenger, Melissa

ADV Part 2A-General LTAM Disclosure Brochure & Privacy Statement

Service Brochures for Individuals and Families:
Klaas Financial brochure
Klaas Financial quick-look brochure

Service Brochures for Companies:
Corporate Retirement Plans brochure
Corporate Retirement Plans mailer

The Weekly Market Pulse Promo
View Pulse Promo

Retirement Downloads
What Does Retirement Mean to You?
2015 Retirement Plan Contribution Limits

Tax-Related Downloads
2015 Tax Brackets
2015 Standard Deductions, Exemptions & Credits
2015 Federal Estate and Gift Tax Updates

Quarterly Market Commentaries
Select market commentary...

 

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