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.
(Click to view, right-click to download)
Klaas Financial Asset Advisors, LLC Regulatory Brochures & Information:
ADV Part 2A-KFAA General Disclosure Brochure
ADV Part 2A: Appendix 1-KIP Wrap Fee Brochure
ADV Part 2B: Breiby, Nate
ADV Part 2B: Kite, Kyle
ADV Part 2B: Klaas, Craig J.
ADV Part 2B: Ross, Forrest
ADV Part 2B: Schlimgen, Michael
ADV Part 2B: Schmitz, Eric
ADV Part 2B: Schwartz, Eric
ADV Part 2B: Stirling, Joshua
ADV Part 2B: Thom, Alyssa
ADV Part 2B: Warcup, Liane
ADV Part 2B: Wernsing-Cuevas, Maleeah
Klaas Essentials:
Our Specialties & Services
About Klaas Financial
KFAA Planning Road Map
How to Read Your Statement
Compliance Record
Social Media Guide
The Weekly Market Pulse Promo:
View Pulse Promo
Retirement Downloads:
2026 Retirement Plan Contribution Plan
Tax-Related Downloads:
2026 Tax Brackets
2026 Standard Deductions, Exemptions & Credits
2026 Federal Estate and Gift Tax Updates
2026 Additional Medicare Tax
2026 Medicare IRMAA Surcharge
Archived Quarterly Market Commentaries
