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 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
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Surprises
Making the most of surprises is a great reason to work with us.