As a fee-based fiduciary who specialized in retirement planning, we work closely with your other financial professionals to develop an integrated financial planning process. Our Klaas Professional Network (KPN) was born out of the recognition that many individuals, families, and employers, come to us without other pre-existing financial professional relationships and, therefore, need referrals to other competent professionals (ex: accountant, attorney, insurance agent, etc.). At Klaas Financial we have developed a team of individuals who consistently meet with other financial professionals to determine who might provide exceptional, integrated services to our clients.
