Providing answers to design your best retirement.
Which means we help individuals, families, and employers plan and invest for retirement.
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FEE FOR SERVICE
We act as your retirement planning coach.
FEE-BASED ASSET MANAGEMENT
We act as your retirement planning coach and quarterback.
FEE-BASED RETIREMENT PLANS
We work with Plan Sponsors (employers) to provide customized employer retirement plan solutions
Klaas Financial By the Numbers...
*This number represents approximately $642 million of assets under management in our discretionary wrap fee program (Klaas Investment Portfolios ("KIP"), $28 million in assets under management through our non-discretionary retirement plan consulting services (Klaas401k), and $31 million in assets under management through our non-discretionary Investment Consulting Services ("ICS") arrangement with Mutual Securities. All "By the Numbers" data is as of October 1st, 2024. **We proudly serve clients in 33 states with two offices located in Wisconsin and Illinois.
the Country |