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    See what it's like to have the best working for you. Call Klaas Financial Services today

 

    Since 1976, we have provided financial services to individuals mainly located in the midwest – primarily in the Rockford, Illinois and Madison, Wisconsin areas.

    Our team focuses on your unique needs and is guided by the " Golden Rule"

    Klaas Financial Services has been in business since 1976 and is owned and directed by Craig Klaas and Steven Schou. Our team of professionals also provide pre-retirement financial educational seminars to many major regional corporations.

  • IRA/401K rollover and distribution strategies
  • Strategies to help minimize income and estate taxes on your retirement accounts
  • Development of financial strategies for retirees
  • Financial services for inheritances
  • Investment vehicles such as mutual funds, variable and fixed annuities, and REITs
  • A full range of life, health, disability, and long-term care insurance planning choices for both individuals and corporations.

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    We are gratified by the confidence of those with whom we have a professional relationship. We value the many long-term relationships we have developed with our clients throughout the years.

    Choosing a financial team is an important decision. At Klaas Financial, our reputation for integrity is the cornerstone of our business. We recognize that the relationship with our clients is paramount in all our activities, and every member of our team works hard to earn it every day.

    Our team listens respectfully to your concerns and asks pertinent questions. Using a systematic, step-by-step process, we walk you through the complex financial maze and make suggestions. With confidentiality and respect for your preferences, we guide you in developing your financial plan.

       

 

 

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Individuals associated with Klaas Financial Services are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. One or more associates are securities licensed in the following states: AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, MI, MN, MO, NC, NH, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide followup, individual responses, until after the associate obtains the appropriate registration in the applicable state. FINRA's homepage, www.finra.org and Securities Investor Protection Corporation's homepage, www.sipc.org

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