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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

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Social Security: Five Facts You Need to Know

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

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Investments

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Compound Interest Works

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

Comparing Mortgage Terms

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

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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.

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