Klaas Financial has been in business since 1976 with offices in Northern Illinois and Southern Wisconsin. We help individuals, families and employers plan and invest for retirement.
- To be the place where individuals, families and employers come to get unbiased and educated answers to all their questions about retirement.
- Providing answers to design your best retirement.
Our Core Values…
- Curiosity: To ask questions, be interested, and never stop learning.
- Integrity: To be honest, trustworthy and ethical in our commitments and actions.
- Empathy: To understand and share the feelings of our clients.
For a list of our individual, family and employer services, please click Our Services below.
Our Services View PDFs Contact Us Our Team