Accountants/CPA’s

Wood CPA's Ltd
303 Amphitheater Dr
Rockford, Illinois 61107
Phone: (815) 978-3922
Email:
Website: https://www.woodcpasltd.com/
Contact: Jennifer Woodlank
Attorneys

Agnew Law Office, P.C.
129 South Phelps Avenue
Suite #801
Rockford, Illinois 61108
Phone: (815) 399-3522
Email:
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
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/
Email:
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
Email:
Contact: Louisa James

Palladium Group
888 Harrison St.
Suite 900
Fort Wayne, IN 46802
Primary Contact: Jeff Hess
Phone: 317-775-6339
Email:
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/
Email:
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
Email:

Envoy Mortgage
4761 Bluestem Road
Roscoe, IL 61073
Phone: 815-997-0149
Contact: Jessica Rielly
Website: https://www.envoymortgage.com/jessica-rielly/
Email:
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
Email:
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.