WHITMAN FINANCIAL SERVICES, LLC

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WHITMAN FINANCIAL SERVICES, LLC and Dallas W. Coffman

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Dallas W. Coffman , CLU®, ChFC®, EA, CFP®
True Wealth Consultant™

Registered Principal and Branch Manager
LPL FINANCIAL Member FINRA/SIPC

Established WHITMAN FINANCIAL SERVICES in 1983.

Specialist in Comprehensive Wealth Management.

Trusted by over 200 individual and corporate clients.

20+ years experience developing and implementing comprehensive fee-based financial plans.

Handling complex tax matters, discretionary and non-discretionary investment advisory accounts* and implementation of a full menu of financial products and services.

Committed to your financial success, delivering objective advice, professional service and results.

Former Adjunct Faculty:

THE COLLEGE FOR FINANCIAL PLANNING (Denver)
THE AMERICAN COLLEGE (Bryn Mawr)
NORTHEASTERN UNIVERSITY (Boston)

Instructing: Advanced Income Tax Preparation; Investments; Financial and Estate Plan Applications.

Quoted: Newsweek, The New York Times, The Boston Globe, Sylvia Porter's Personal Finance, The Washington Post, Financial Planning Magazine, WBZ TV-4 News, Dow Jones, The Detroit News, The Des Moines Register, The Chicago Tribune.

Published: Taxation for Financial Planning, NATIONAL UNDERWRITER, Cincinnati, United Press Syndicate.

Alumnus:
BENTLEY COLLEGE, Marketing Management
THE AMERICAN COLLEGE, Chartered Financial Consultant

Registered: General Securities Principal with LPL Financial Member FINRA/SIPC

Member:
Boston Estate Planning Council
Institute of Certified Financial Planners
The Financial Planning Association
FINRA Board of Arbitrators - Chairman & Large and Complex Case Pool
NEW YORK STOCK EXCHANGE Arbitration Panelist
CFP® BOARD OF STANDARDS Certification Examination Item Writing Committee.

COMPREHENSIVE WEALTH MANAGEMENT
A four-step process:

1. Create and grow wealth.

We work with you to accumulate wealth through savings.
We design and formulate a personal investment policy statement for you.
We focus on growing wealth through sound investment practices.

2. Protect and preserve wealth.

We seek to protect wealth against external threats like taxes, liabilities, etc.
We seek to preserve wealth by prudently adapting your portfolios when needed.

3. Identify and implement the most tax-efficient method of distributing wealth during life.

We plan for you to enjoy wealth (the most important and often least heralded!).
We plan for you to maximize current income and minimize taxes & other drains.
We implement planned gifting programs - and plan for those receiving the gifts.

4. Identify and implement the most tax-efficient method of distributing wealth at death.

We develop a full range of estate planning wealth mechanisms and strategies.
We fully coordinate inter-family and non-familial transfers.

Trust is the glue that holds the client and financial consultant relationship together.

* Advisory accounts offered through LPL FINANCIAL, A Registered Investment Adviser, Member FINRA/SIPC.