Here at Klaas Financial we pride ourselves in being thorough with the retirement planning needs of our clients. With that in mind, we love to be able to refer our client’s additional needs to partners in our community that will serve them with their best interests in mind.
Our Klaas Trusted Partners Program* includes professionals in the following categories that serve clients in northern Illinois and Madison, Wisconsin areas.
- Independent Professional Trustees
- Insurance Agents (Medicare, LTC, Life, Property/Casualty)
- Banks & Credit Unions (Mortgage/Car Loans/Savings)
- Funeral Planners
Please note that we try to provide a few choices in each category so that you may find a suitable partner for your specific needs.
*Please note that participating members of the Klaas Trusted Partners Program have worked with us in the past and have provided excellent service, and also pay a fee to participate in this program.
Robert C. Roth, CPA, S.C.
Insurance (Life Insurance, LTC Insurance, Medicare Supplements)
Monarch Solutions Inc.
6870 Rote Road
Fort Worth Office
2800 Royal Avenue
200 S. Executive Dr.
2100 Church St.
1509 E. Main St.
Phone – WI: 608-227-2006