Accountants/CPA’s

Wood CPA's Ltd

303 Amphitheater Dr
Rockford, Illinois 61107
Phone: (815) 978-3922
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Website: https://www.woodcpasltd.com/
Contact: Jennifer Wood

Attorneys

Agnew Law Office, P.C.

129 South Phelps Avenue
Suite #801
Rockford, Illinois 61108
Phone: (815) 399-3522
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Website: https://www.agnewlaw.com
Attorneys: Pat Agnew, Adam Agnew, Alex Agnew, Michele Dumoulin

Independent Trust Services

Fiduciary Partners Independent Trust Services

660 West Washington Avenue
Suite 306
Madison, WI 53703
Phone: 608-210-0090
Primary Contact:
Timothy (Tim) Sugar
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Website: https://www.fiduciarypartners.com

Insurance (Employee Benefits)

Reese Insurance Group

420 Financial Court
Suite 102
Rockford, IL 61107
Office Phone: 779-210-8444
Cell: 815-979-5359
Website: https://www.reese.insure/
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Contact: Brian Coyle, Employee Benefits Consultant

Insurance (Life Insurance, LTC Insurance, Medicare Supplements)

Northern Star Insurance Advisors

416 E. State Street
Rockford, IL 61104
Phone: 815-200-6939
Website: https://www.NorthernStarAdvisors.com
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Contact: Louisa James

Palladium Group

888 Harrison St.
Suite 900
Fort Wayne, IN 46802
Primary Contact: Jeff Hess
Phone: 317-775-6339
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Website: https://thepalladiumgrp.com/

Insurance (Property & Casualty)

Eckburg Insurance Group

4455 N. Mulford Road
Loves Park, IL 61111
Phone: 815-877-4100
Website: https://www.eckburg.com/
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Contact: Ben Eckburg

Banking, Mortgage, & Consumer Lending

Members Alliance Credit Union

Alpine & Harrison Branch
2550 S. Alpine Rd.
Rockford, IL 61108
Phone 815-226-2260

Perryville Branch
6951 Olde Creek Rd.
Rockford, IL 61114
Phone 815-484-1160

Website: https://www.membersalliance.org/

Mortgage Lenders

ProVisor, Inc.

2921 Landmark Place
Ste. 215-375
Madison, WI 53713

200 S. Executive Dr.
Brookfield, WI 53005
Phone – WI: 608-227-2006
Phone – IL: 815-981-4100

Contact: Chip Knilans
Website: http://www.ProVisor.com
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Envoy Mortgage

4761 Bluestem Road
Roscoe, IL 61073

Phone: 815-997-0149

Contact: Jessica Rielly
Website: https://www.envoymortgage.com/jessica-rielly/
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Real Estate

The Stephanie Boswell Team – Keller Williams Success Realty

600 Hart Road
Suite 105
Barrington, IL 60010

Real Estate Agent: Stephanie Boswell
Phone: 242-828-5119
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Website: https://www.stephanieboswellteam.org/

As a fee-based fiduciary who specialized in retirement planning, we work closely with your other financial professionals to develop an integrated financial planning process. Our Klaas Professional Network (KPN) was born out of the recognition that many individuals, families, and employers, come to us without other pre-existing financial professional relationships and, therefore, need referrals to other competent professionals (ex: accountant, attorney, insurance agent, etc.). At Klaas Financial we have developed a team of individuals who consistently meet with other financial professionals to determine who might provide exceptional, integrated services to our clients.

We are providing information on KPN participants as a convenience only. You are encouraged to perform your own due diligence on professionals before engaging with them. Klaas Financial cannot be held responsible or liable for the services or associated fees of any of its KPN participants.

Klaas Financial does not receive any financial compensation from participants in KPN.

Klaas Professional Network - Illinois