Downloads


These PDFs will give you additional insight into the services at Klaas Financial and opportunities we provide for our clients to address their financial goals. Take a look at these downloadable PDFs and let us know how we can help.

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Klaas Financial Asset Advisors, LLC Regulatory Brochures & Information:
ADV Part 2A-KFAA General Disclosure Brochure
Summary of Material Changes for General Disclosure Brochure

ADV Part 2A: Appendix 1-KIP Wrap Fee Brochure
Summary of Material Changes for Wrap Fee Brochure

Privacy Statement

ADV Part 2B: Wernsing-Cuevas, Maleeah
ADV Part 2B: Kalish, Janel
ADV Part 2B: Kite, Kyle
ADV Part 2B: Klaas, Craig J.
ADV Part 2B: Klaas, Craig M.
ADV Part 2B: Sterling, Joshua
ADV Part 2B: Wenger, Melissa
ADV Part 2B: Zimdars, Nan

ADV Part 2A-General LTAM Disclosure Brochure & Privacy Statement

Service Brochures for Individuals and Families:
Klaas Financial brochure
Klaas Financial quick-look brochure

Service Brochures for Companies:
Corporate Retirement Plans brochure
Corporate Retirement Plans mailer

The Weekly Market Pulse Promo
View Pulse Promo

Retirement Downloads
What Does Retirement Mean to You?
2018 Retirement Plan Contribution Limits

Tax-Related Downloads
2018 Tax Brackets
2018 Standard Deductions, Exemptions & Credits
2018 Federal Estate and Gift Tax Updates

Quarterly Market Commentaries
Select market commentary...

 

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