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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

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Key Money Moments: 4 Times You Should Talk to a Pro

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

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.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Compound Interest Works

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

My Retirement Savings

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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.

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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