Broker Check

Whitman Financial Services, LLC - Wakefield, MA


Dallas W. Coffman, CLU®, ChFC®, EA, CFP®

Favorite food:


Favorite quote:

“Over and over again the Courts have said that there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everyone does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands; taxes are enforced exactions, not voluntary contributions."

~ Judge Learned Hand, U.S. Court of Appeals Gregory v. Helvering (1935)

Best advice ever received:

Invest in yourself.

Hidden talent:

Compulsively organized (like a good Virgo) and using some of the time saved by being organized to become still more organized and thus creating even more time (that I can use to clean my shop).

Favorite Book:

Freakonomics ~ Stephen J. Dubner & Steven Levitt

Memorable moment:

Played drums with Shania Twain at Boston’s Fleet Center!

Next bucket list item:

Chilean ski vacation