Klaas Financial, inc.

A lifetime of work should enable you to enjoy the retirement opportunities you'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, inc. 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
5951 McKee Road, Suite 200 • Fitchburg, WI 53719
Phone: 608-442-5637 • Toll-Free: 800-396-0928

One or more individuals 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, CT, DE, FL, GA, HI, IA, IL, IN, KY, ME, MI, MN, MO, NC, ND, NH, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, 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 follow-up, 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

Important Notice:

When you link to any of the web sites provided herewith, you are leaving this site. Linked sites are not under the control of Investacorp, Inc., and its affiliates. The linked sites are strictly provided as a courtesy. As such Investacorp, Inc. and its affiliates are not responsible for the contents of any linked site nor any link contained in a linked site, or any changes or updates to such sites. Investacorp, Inc., and its affiliates are also not liable for any technical or systems issues or any consequences arising out of your access to or information available through the linked site.

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