Klaas Financial has been in business since 1976 with offices in Northern Illinois and Southern Wisconsin. We help individuals, families, and employers plan and invest for retirement.

Our Vision

To be the place where individuals, families, and employers come to get unbiased and educated answers to all their questions about retirement.

Our Mission

Providing answers to design your best retirement.

Our Core Values

Curiosity: To ask questions, be interested, and never stop learning.
Integrity: To be honest, trustworthy, and ethical in our commitments and actions.
Empathy: To understand and share the feelings of our clients.