A lifetime of work should enable you to enjoy the retirement opportunitiesyou've always dreamed about. Decisions you make now about complex financial issues may determine whether you reach that goal.

  • Do you have a customized plan for financial strategies for your IRAs/401Ks?
  • Will you know how to make the best choice about your IRA/401K rollover or distribution?
  • Have you developed a plan to help address the impact of income and estate taxes?
  • Do you understand how critical beneficiary documents are in controlling your IRAs/401Ks?

Klaas Financial is an independently owned, registered investment advisory firm, registered in the states of Illinois and Wisconsin. Our team of professionals can assist you with answers to these questions and help develop a customized plan to help guide you in addressing your individual goals.

The Klaas team can help you weigh the myriad of financial choices to balance your personal goals and investment risk tolerance. We assist you in developing a unique plan to address your long-term goals.

      We provide you the choice of:
      • Fee-only investing
      • Commission-based investing
      • Fee-based planning

Northern Illinois Office
4707 Perry Ridge Lane  •Loves Park, IL 61111
Phone:   815-877-8440   •  Toll-Free:   877-495-5227   •   Fax:   815-877-6807

Southern Wisconsin Regional Office
2960 Triverton Pike,  Suite 102   • Madison, WI   53711
Phone:   608-442-5637  •   Toll-Free:  800-396-0928
 

 

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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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