Here are a few of the organizations whose professionals we’ve worked with:
Do these sound familiar?
How do I find time for money?
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.
How do I reduce my 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.
Do I need a financial plan?
How we work
Assess
We'll use a variety of financial metrics to evaluate your financial situation and assess your current financial health and determine our next steps.
Plan
We'll devise a straightforward plan with actionable steps designed to help us achieve your goals.
Monitor
We'll persist in monitoring your financial well-being over time to ensure you remain on course.
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.
What we offer
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.
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.
Tax Planning
We offer personalized tax planning services to help you optimize your tax situation and keep more of your hard-earned money.
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
How our work can help
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.
Success Stories
How our work can help
Getting killed on taxes?
Highly compensated executives like you are busy and often overpay in taxes due to a lack of time and specialized knowledge. My proprietary TaxPulse strategy uses advanced software to identify every possible deduction and credit, maximizing your savings.
We also help with wealth management, stock options, and retirement planning, so you can achieve financial freedom and transition smoothly out of medical sales whenever you're ready.
Contact me today for a personalized strategy.
Our Process
United in Excellence: Showcasing
Our Client Collaborations