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Whitman Financial Services, LLC - Wakefield, MA

 
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Individuals

I can help take some of the mystery out of preparing for your financial future.

Investments

Whatever your objectives, I can help you design an investment strategy tailored to your unique situation.

Businesses

Insight and information for employers and employees.

Products & Services

My 1040Data Toolkit

My Internet strategy to your tax preparation needs, powered by CCH, a Wolters Kluwer company.

Tax services are provided by WHITMAN FINANCIAL SERVICES, LLC and are not affiliated with or endorsed by LPL FINANCIAL.

Dallas W. Coffman is associated with WHITMAN FINANCIAL SERVICES, LLC and is a registered representative with, and offers securities and advisory services through LPL Financial, Member FINRA/SIPC, a registered investment advisor.  WHITMAN FINANCIAL SERVICES, LLC is a separate legal entity and is not affiliated with LPL Financial.  LPL Financial does not offer tax advice, or tax/accounting related services.

Helpful Content

Student Loan Refinance Calculator

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

 

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

College Savings

See how much you may need to save now to cover future college costs for your child.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Surprises

Making the most of surprises is a great reason to work with us.

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