Specialty Alliances

We know you have limited time and energy. That's why we are constantly building relationships with other financial professionals. These specialists hold the same high level of integrity, expertise and service commitment that we a do.

KFS has relationships in place that can assist clients with a multitude of needs, including tax planning, legal services, technology (IT), mortgage lending, travel and entertainment, health and wellness, construction, office supplies, business consulting/coaching, and commercial lines of insurance (e.g., property and casualty)

Alliances Include:

  • Tax and Accounting Specialists
  • Legal Services
  • Internet/Web Design Services
  • Computer/Technology Consulting
  • Mortgage Sepcialists
  • Travel/Entertainment
  • Health and Wellness
  • General Contractor
  • Office Supplies
  • Business Consulting/Coaching
  • Personal/Commercial Insurance
For additional information or to speak with an insurance expert, please call 847 -454-0660 or email us at dean@klassmanfinancial.com

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Mission Statement

Make a positive impact on the lives and future generations of our clients and their families.


Value Statement

We believe that all we have has been entrusted to us. We are not only responsible for how we use our resources, but what our lives say as a reflection of our actions. Therefore, a vital part of the legacy we leave should include implementing and passing on principles of good
stewardship.