Retirement planning
Helps individuals, families, and employers plan for retirement.
Klaas Financial
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About Klaas Financial
Services include financial planning and investment management, as well as advice-only financial planning. The firm also develops customized retirement plan solutions for employers and their employees. Retirement is a specialty, alongside tax strategies, charitable gifting, and multi-generational wealth management. Klaas Financial works with individuals, families, and employers, with a collaborative team that includes CFP® professionals and in-house tax professionals. The firm has been in business since 1976 and serves clients across 33 states. Its Illinois office is in Loves Park, with another office in Fitchburg, Wisconsin.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment management
Provides investment management and financial planning services.
Tax strategies
Specializes in tax strategies and multi-generational wealth management
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