Providing answers to design your best retirement.
Which means we help individuals, families, and employers plan and invest for retirement.
Klaas Financial By the Numbers...
*This number represents approximately $378 million of assets under management in our discretionary wrap fee program, $85 million in assets under advisement through our non-discretionary retirement plan consulting services, and $111 million of assets in products offered by broker-dealer registered representatives. All "By the Numbers" data is as of July 19, 2020.
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