Downloads

These PDF downloads 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: Yadro, Andrew
ADV Part 2B: Zimdars, Nan

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

Klaas Essentials:
About Klaas Financial (PDF)
How to Read Your Statement
Compliance Record
Social Media Guide

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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