Our specialty is Retirement planning.
Which means we help individuals, families, and businesses plan and invest for retirement.
Klaas Financial By the Numbers...
*This number represents approximately $353 million of assets under management in our discretionary wrap fee program, $75 million in assets under advisement through our non-discretionary retirement plan consulting services, and $125 million of assets in products offered by broker-dealer registered representatives. All "By the Numbers" data is as of July 2019.
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