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.

Our Vision…

  • To be the place where individuals, families and employers come to get unbiased and educated answers to all their questions about retirement.

Our Mission…

  • 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.