Broker Check

Whitman Financial Services, LLC - Wakefield, MA

 

Investments

We believe objective financial guidance is a fundamental need for everyone.  Having access to completely independent investment advice allows us to choose unbiased investment products and strategies from the nation’s leading investment managers.  With access to world-class independent research, we can help you make informed, objective decisions.  Here are many of the resources we have to help you pursue your goals. 

  • Investment Tools
  • 529 College Savings Plans (50 states)
  • Age-Based Portfolios
  • Alternative Investments
  • Closed-End Funds (Non-Traded)
  • Exchange Traded Funds (ETF)
  • Fund-of-Hedge Funds
  • Hedge Funds
  • Managed Futures (Single & Multi-Manager)
  • Oil & Gas Programs
  • Real Estate (Direct & Indirect)
  • Annuities
  • Deferred
  • Equity-Indexed
  • Fixed
  • Immediate
  • Variable
  • Bonds
  • Corporate
  • Government
  • Municipal
  • Immediate
  • Variable
  • Business Development Companies (BDCs)
  • Certificates of Deposit (CDs)
  • Direct Investments
  • Exchange Traded Funds (ETFs)
  • Exchange Traded Notes (ETNs)
  • Fixed Income
  • Insured Cash Accounts
  • Market-Correlated Investments
  • Money Market Instruments
  • Mutual Funds
  • Non-Traded Investments
  • Options (Puts, Calls, Rights & Warrants)
  • Private Debt
  • Private Equity
  • Private Placements
  • Real Estate Investments (Direct)
  • Real Estate Investment Trusts (REITs)
  • Non-Traded
  • Traded
  • Stocks
  • Structured Products
  • Tax-Deferred Investments
  • Tax-Exempt Investments
  • Uncorrelated Investments
  • Unit Investment Trusts (UITs)
  • Investment Strategies & Services
  • Accumulation Planning
  • Advisory (Fee-Based) Accounts
  • Alternative Minimum Tax (AMT) Planning
  • Assessment of Compensatory Stock Options
  • Incentive Stock Options
  • Non-Qualified Stock Options
  • Restricted Stock
  • Assessment of Current Investment Plan
  • Assessment of Outside Investment Assets
  • Assessment of Retirement Plan Allocation Asset Allocation Active Investment Management
  • Bill Payment with OnlineDirect
  • Cash Management Accounts
  • Check Writing
  • College Planning & Funding Mechanisms
  • Consolidated Statement Reporting
  • Concentrated Equity Strategies
  • Debit Cards
  • Discretionary Asset Management
  • eSignature Powered by Docusign
  • Inheritance Plan Design & Implementation
  • Investment Counseling
  • Investment Income Planning
  • Investment Portfolio & Plan Reviews
  • Annual
  • Quarterly
  • Semi-Annual
  • Liquidity Analysis
  • LPL Account View
  • Margin Accounts
  • Model Wealth Portfolios
  • Monday Morning OUTLOOK
  • Passive Investment Management
  • Paperless Account Management
  • Personal Wealth Portfolios
  • Portfolio Review Tools
  • Real Estate Services (Landlord & Tenant)
  • Retirement Plans
  • Retirement Rollovers & Transfers
  • Second Opinion Service (SOS)
  • (Free to friends of existing clients)
  • Separately Managed Accounts (SMAs)
  • Strategic Asset Management
  • Tax Management of Your Portfolio
  • Tax Harvesting of Gains & Losses
  • Third Party Investment Advisors (TPIAs)
  • Trust Management
  • Weekly Market Commentary 
  • What’s Your Risk Number?
  • Whitman Financial Sleep Test
  • Withdrawal Strategies