Klaas Financial Asset Advisors, Llc.

About Klaas Financial Asset Advisors, Llc.

<p>From its base in Loves Park in the Rockford area, Klaas Financial Asset Advisors, LLC works with retirement plan sponsors and individuals on fiduciary-focused advice. The firm also has an office in Fitchburg in the Madison metro and serves clients across 32 states.</p> <p>Klaas Financial provides 3(21) fiduciary services for employer-sponsored retirement plans, along with financial planning and investment management. Its team includes CFP&reg; professionals and in-house tax professionals, which helps clients coordinate retirement planning with tax strategy, charitable gifting, and multi-generational wealth planning.</p> <p>The firm was founded in 1976 and later incorporated as an LLC in 2002. As of 2026, it manages $0.8B in assets under management.</p> <p>What sets Klaas Financial apart is having both CFP&reg; professionals and in-house tax staff under one roof, which supports tighter coordination between plan advice and tax planning.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Retirement plan guidance for employers</li> <li>Financial planning and investment management</li> <li>Tax strategy and charitable gifting coordination</li> <li>Multi-generational wealth planning</li> </ul>

Website: https://klaasfinancial.com/

Founded: 2002