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Whitman Financial Services, LLC - Wakefield, MA

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

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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

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

 

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

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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.

College Savings

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

What Is My Net Worth?

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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