top of page

Financial Planning for Medical Sales Pros

Our Free Assessment will show you how to lower taxes, invest smarter, and make work optional. 
Here are a few of the organizations whose professionals we’ve worked with: 
BMS-Bristol-Myers-Squibb-Emblem-1.png
Screenshot 2024-12-05 at 2.15.11 PM.png
boehringer-ingelheim-01-logo-black-and-white.png
Medtronic-Logo.png
boston-scientific-1.png
Zoetis_logo.svg.png
Merck_&_Co.-Logo.wine.png
GSK_logo_2014.svg.png
amgen-logo-png-transparent.png
2560px-Syneos_Health_logo.svg.png
stryker_logo2015.png
Fresenius_Kabi_Logo.svg.png
sarepta-logo.png
astrazeneca-logo-1.png
Covetrus_Logo_TM-1.png

Questions

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?

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.

Process

Interested in working together?

01

Screenshot 2025-02-09 at 10.16.49 AM.png
Get Your Free Financial Assessment

Learn how we can help you lower taxes, invest smarter, and make work optional.

02

Screenshot 2025-02-09 at 10.16.39 AM.png
Think About It!

Review your Financial Assessment and decide if we are the right fit.

03

Screenshot 2025-02-09 at 10.16.28 AM.png
Personalized Ongoing Advice

Hire us to do the heavy lifting so you can enjoy life!

About Pulse

What we offer

01

About Pulse Wealth

Financial Planning professionals helping medical sales professionals with high incomes:

  • Lower taxes

  • Invest smarter

  • Make work optional

02

The Pulse Difference

Financial Planning professionals helping medical sales professionals with high incomes.

What You Get

     ✅  Transparent, Fair Pricing

     ✅  Customized Financial Advice

     ✅  Fiduciary Financial Advisor

 

We Will Never

     ❌  Charge Hidden Fees

     ❌  Use Cookie-Cutter Solutions

     ❌  Hide Conflicts of Interest

03

Our Only Fee. Seriously.

$550 monthly flat fee ($6,600 annually) per client household.​

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.

Read More

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 in Medical Sales?

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 "Smart Tax 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



Screenshot 2024-10-04 at 12.50.07 PM.png

Our Process

United in Excellence: Showcasing
Our Client Collaborations

bottom of page