Since 1984, Klassman Financial Services, led by its president Dean Klassman, has been servicing clients in the areas of Estate Planning, Executive Benefits, Employment Benefits, Investment Services and Retirement Strategies.

Because of Deans involvement in Buddy Baseball over the last 10 years, and other community service organizations, Klassman Financial Services has become a specialist in providing financial planning for the families and loved ones of children and adults with special needs.

Klassman Special Needs Planners can:

  • Help educate you about the benefits of establishing a special needs trust
  • Show how to protect your loved one’s eligibility for government assistance, such as Supplemental Security Income (SSI) and Medicaid.
  • Deliver workshops to caregivers and non-profit associations.
  • Help you create a Letter of Intent, which states your wishes for your dependent’s future.

Protecting the needs-based resources of your child or loved one with special needs can be complex and difficult.  Klassman Special Needs Planning specialists bring a thoughtful, knowledgeable and caring approach to securing their future.