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

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

 

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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.

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

View all articles arrow

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

College Savings

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

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.

How Long Will My Savings Last If I Become Disabled?

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

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

View all calculators arrow

Stay Safe with a Business Owner's Policy

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

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

View all videos arrow