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
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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.
View all articles 
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.