Broker Check

Whitman Financial Services, LLC - Wakefield, MA

 

Individual Services

Before you hire a financial advisor, know what they can do for you.  We’re different than most. We believe that to properly advise you, we must be holistic and thoroughly cross-trained with a deep bench of knowledge in many areas.  To that end and to your financial success, we do a lot.  You don’t have to worry if your investment advisors know what your tax situation looks like – we cover it all in one place to help you make informed, objective decisions.

Menu for Individuals, Couples, Families and Friends

  • Retirement & Financial Planning Issues
  • Planning for Rollovers & Transfers
  • Planning for Full Retirement
  • Planning for Partial Retirement
  • Retirement Income Planning
  • Financial Planning & Consulting
  • College Planning & Education Funding
  • Charitable Giving & Planning
  • Modifying and Updating Financial Plans
  • Periodic Financial Plan Reviews
  • Retirement Counseling
  • Social Security Optimization
  • Medicaid Protection
  • Financial Statements & Analyses
  • Major Purchase & Lease Decisions
  • Optimizing Employee Benefits
  • Insurance & Risk Management
  • Assessment and Implementation of Risk Management Plan
  • ♦  Life
  • ♦  Health/Medicare/Dental
  • ♦  Disability
  • ♦  Long Term Care
  • ♦  Homeowners/Auto/Other
  • ♦  Personal Liability
  • ♦  Business
  • ♦  Impaired Risk
  • Coordination with your Insurance Agency
  • Estate Planning & Wealth Preservation
  • Design and Attorney Coordination for
  • ♦  Last Will & Testament
  • ♦  Revocable & Irrevocable Trusts
  • ♦  Powers of Attorney & Guardianship
  • ♦  Medicaid Protection Arrangements
  • ♦  Living Wills & Health Care Proxies
  • Estate Tax Planning & Preparation
  • Estate Distribution Planning
  • Probate Avoidance
  • Trust Administration & Management
  • Charitable Bequest Planning
  • Legacy Planning
  • Survivor Assistance for Spouse/Children
  • Re-registration of Assets
  • Funeral Home & Vendor Negotiation
  • Tax Planning & Preparation
  • Personal Tax Preparation (50 states)
  • Estate, Gift & Trust Tax Preparation (50 states)
  • Fiduciary Tax Preparation (50 states)
  • Forward Tax Planning
  • Tax Projections
  • Regressive/Forensic Tax Analysis
  • Amended Tax Preparation
  • Federal & State Tax Audit Representation
  • Power of Attorney
  • Tax-Deferred Exchanges (1031 & 1035)
  • Tax Withholding Analysis
  • Delinquent Tax Preparation (50 states)
  • Second Opinion Service (SOS)
    (Free to friends of existing clients)
  • Debt & Liability Issues
  • Assessment and Management of Liability Issues
  • ♦  Short-term Debt
  • ♦  Long-term Debt
  • ♦  Bad Debt
  • ♦  Business Debt
  • ♦  Mortgage Debt
  • ♦  Tax Obligations
  • Improving & Maintaining Your Credit Score
  • Goal Setting for Debt Reduction
  • Budget Planning
  • Lender Communication
  • Inclusive Life Planning Issues
  • Life Planning & Life Coaching
  • True Wealth™ Planning & Life Coaching
  • Annual Life Plan Review
  • Legal Documents
  • Eldercare and Long Term Care Planning
  • Asset Preservation
  • Divorce Planning & Prevention
  • Forensic Accounting & Discovery
  • Litigation & Mediation Support
  • Divorce Settlement Analysis
  • Post-Divorce Optimization
  • Marital Launch Consultations
    (Free to children of existing clients)
  • Second Opinion Service (SOS)
    (Free to friends of existing clients)
  • Special Situations
  • Planning for Disabled Individuals
  • Special Needs Planning
  • Asset Preservation