Retire with Confidence—Not Guesswork
At Klaas Financial, we understand that financial independence in retirement is a top priority for our clients. Our thoughtful, customized approach helps you move into the next phase of life feeling informed, empowered, and prepared.
What Your Personalized Retirement Plan Can Include
- Investment Strategies Built Around You
- Tax-Efficient Withdrawal Planning
- Optimized Social Security Claiming Timing
- Guidance on Medicare and Rising Healthcare Costs
- Insurance Analysis for All Stages of Life
- Legacy Planning to Support Loved Ones and Causes That Matter
Can Your Retirement Plan Support the Life You Envision?
Whether you're planning for cross-country travel or quiet mornings at home, we’ll work with you to evaluate your income needs and long-term goals to ensure your retirement supports the lifestyle you’ve earned.
Your Retirement. Your Vision. Your Plan.
There's no standard blueprint for retirement—because no two people are the same. Whether your goals include adventure, entrepreneurship, or simply more time with family, Klaas Financial is here to help you build a plan that reflects your unique values and ambitions.
Built for the Long Run—Today, Tomorrow, and Beyond
Your retirement plan should grow with you. From your first retirement savings contribution to your last distribution, we'll tailor a portfolio that reflects your current life stage and long-term goals—adjusting as needed along the way.
Planning for Life’s What-Ifs
Life is unpredictable. Our team helps you prepare for the unexpected—whether it’s a health event, disability, or the need for long-term care—by identifying the right insurance solutions to safeguard your financial plan.
Managing Old 401(k)s or IRAs? Let’s Simplify That.
If you’ve collected retirement accounts over the years and aren’t sure what to do with them, you’re not alone. We’ll review your existing accounts and walk you through your options so everything is aligned with your future goals.
Let’s Build a Future That Reflects Your Values
Retirement planning is more than crunching numbers—it’s about creating a strategy that reflects your life’s work, supports your family, and protects your legacy. From income and asset protection to wealth transfer and charitable giving, we’re with you every step of the way.
Ready to Take the First Step?
Let’s talk about how Klaas Financial can help you retire with less stress and more clarity.
