Broker Check

Whitman Financial Services, LLC - Wakefield, MA

 
Orchestrating your financial future Start Planning. Start Living. Taking Aim At Tomorrow Trust Us Today

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

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

 

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Charitable Giving: Smart from the Heart

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

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

View all videos arrow