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Transform Your Medical Sales Career into Wealth

Financial Advice for Medical Sales Reps

Challenges

Do these sound familiar?

Time

Whether you’re immersed in meetings or in the car, we’ve got the tech solutions to ease your time constraints. Our tech is designed to be your time-saving ally, offering features like online meetings, seamless digital account opening, and mobile apps for tracking your investments & financial plan.

Taxes

As a thriving medical sales rep, your achievements translate into higher income. That income also comes with an increased tax burden. We'll analyze your tax situation and provide you with specific strategies to reduce your income, investment, estate, & equity comp taxes.

We have developed a suite of meticulously crafted strategies tailored for medical sales reps. These tactics address the unique demands of your finances, like your 401k, equity compensation, taxes, and investments. We guide you through every aspect of managing your finances with these tactics.

Tactics

Process

How we work

01

Elements scorecard
Assess

We'll utilize eleven different financial indicators to assess your current financial health and determine our next steps.

02

Elements one page plan
Plan

We'll devise a straightforward plan with actionable steps designed to help us achieve your goals.

03

Elements progress report
Monitor

We'll persist in monitoring your financial well-being over time to ensure you remain on course.

Interested?

Get a Free
Financial Checkup

About

Meet Pulse

We are Pulse Wealth

Pulse Wealth is dedicated to transforming your medical sales career into wealth. Money presents unique challenges for medical sales professionals. While few careers match the financial potential of medical sales, increased income, tax obligations, and professional demands can result in costly errors and feelings of falling behind. At Pulse, you will receive personalized guidance in financial planning, investment management, and tax planning services. You will regain control of your finances and build wealth with intention.

Services

What we offer

01

Financial Planning

Together, we craft a financial roadmap tailored to your goals. Whether it's short-term goals or long-term visions, we're your guide throughout the journey, ensuring your financial plan evolves alongside life's changes.

02

Investment Management

Our investment philosophy is simple - utilize low cost investments that are managed in a tax-efficient manner to help you keep more of your investment returns.

03

Tax Planning

We offer personalized tax planning services to help you optimize your tax situation and keep more of your hard-earned money.

Fees

How we charge

Pricing is simple and transparent. It includes investment management and ongoing comprehensive financial planning. 

 

  • 1.5% for under $1,000,000

  • 1.0% for over $1,000,000

Our Process

It's easy to get started.

Introduction

This is a 30-minute call to explore
how we can enhance your financial health. We'll discuss aligning your goals with our services, which are specifically designed for medical sales professionals.

Discovery

After reviewing your details, let's ensure we're precise on every aspect, clarifying any uncertainties to craft your initial action steps. Tailored for professionals, our goal is to build a solid foundation for your financial strategy.

Action Items

We'll navigate your financial plan together, focusing on actionable steps. By discussing and prioritizing tasks, we'll ensure a clear path forward for your financial well-being.

Monitoring

We'll maintain regular engagement with monthly check-ins, semi-annual meetings, and continuous planning throughout the year, ensuring a comprehensive approach to your financial health that leaves no detail overlooked.

Success Stories

Success Stories

How our work can help

Paul & Jennifer

Paul and Jennifer have been married 20 years and have three children. Paul has an established career as a sales director for a medical equipment company. Jennifer is a stay at home mom and volunteers. Their biggest concerns are lack of time and out of control spending. 

Ashley

Age: 30

Position: Medical Sales Account Executive

Primary Goal: Get her financial house in order, start a financial plan, begin developing good habits with money

Thomas

Thomas has been a successful pharmaceutical sales executive for more than 25 years. He is thinking about early retirement between 60 and 65, but he’s not sure if it can be done or where the money will come from. He knows he needs some help putting it all together.

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Success Stories

Success Stories

How our work can help

Ashley

Ashley is a young account executive with 7 years of experience. Her career is starting to take off in the medical device industry. As a result, her income is increasing significantly from her bonuses. She’s unsure how to best utilize her discretionary income.

pulse
medical sales rep
Paul & Jennifer

Paul and Jennifer have been married 20 years and have three children. Paul has an established career as a sales director for a medical equipment company. Jennifer is a stay at home mom and volunteers. Their biggest concerns are lack of time and out of control spending. 

pulse
couple at dinner
Thomas

Thomas has been a successful pharmaceutical sales executive for more than 25 years. He is thinking about early retirement between 60 and 65, but he s not sure if it can be done or where the money will come from. He knows he needs some help putting it all together.

pulse
man at dinner
pulse
couple at dinner
Paul & Jennifer

Paul and Jennifer have been married 20 years and have three children. Paul has an established career as a sales director for a medical equipment company. Jennifer is a stay at home mom and volunteers. Their biggest concerns are lack of time and out of control spending. 

Getting Killed on Taxes?

Money presents unique challenges for medical sales pros.

While few careers match the financial potential of medical sales, increased income, tax obligations, and professional demands can result in costly errors and feelings of falling behind. That's why I created "20 Tax Smart Moves for Medical Sales Professionals" - to help you regain control of your finances and build wealth with intention.

Here's what you can learn:

  • Use tax-efficient investment strategies

  • How to use a home office or rental property for tax deductions

  • How to harvest investment losses for tax reduction

  • Find tax deductions and credits you can use