A history of consistent, long-term client  relationships
     

  • Long-term, value-oriented investment services  approach
  • Unique method of investment strategies
  • Experienced professionals
  • Professional relationships
  • Rockford Area  Chamber of Commerce
        Rotary International
        Northern Illinois Estate     Planning  Council
        Society of Human     Resource           Management
        Madison, WI Chamber of Commerce

 

    The Klaas team can help you weigh the myriad of financial choices that must be made to balance your personal goals and investment risk tolerance. We assist you in developing a unique plan to address your financial needs.

    Our goal is to simplify our clients' financial lives and help them with their long-term goals. It would be our privilege to help you do the same.

    We take the team concept seriously at Klaas Financial. Your primary advisor associate confidentially consults with other team members to take advantage of their experience and to better advise you. The Klaas team takes time to explain unfamiliar terms and answer your questions. We get to know you and understand your financial goals, so we can help you make the best choice.

    Since 1976, we have made meeting the needs of our clients our highest priority. In return, our clients have placed their continued confidence in our experience.

    We provide you the choice of:

    • Fee-only investing

    • Commission-based investing

    • Fee-based planning

    Our primary services include:

    • 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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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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