Overview Of Our Specialties & Services

Individuals and Families

Fee-based Asset Management

We act as your retirement planning coach and quarterback.

Fee for Service

We act as your retirement planning coach.


Fee-based Employer Retirement Plan Solutions

We work with employers to help provide customized retirement plan solutions for their employees.

HISTORY | Klaas Financial has been in business since 1976 and has offices in northern Illinois and southern Wisconsin.

SPECIALTY | We specialize in Retirement Planning which means that we help individuals, families and businesses plan and invest for retirement. We strive to provide answers to all our clients’ retirement questions in one place.

TEAMWORK | We work as a team to help you achieve your retirement planning goals. If your primary adviser is not available, you can always speak with another experienced adviser who can provide you with the same level of knowledge and service.

STRUCTURE | As a registered investment adviser, we are a fiduciary and act in our clients’ best interest. We focus on helping our clients plan and invest for their best retirement.

COST | Our initial consultation comes at no cost.