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Helping Medical Sales Pros
Build Walk Away Wealth

Flat fee, financial advice for high earning MedSales Pros who want to be Work-Optional
Here are a few of the organizations whose professionals we’ve worked with: 
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You Work Hard, Earn Well —But Something is Still Off

Let’s Be Honest — If You’re Earning $175K–$650K and Still Don’t Feel in Control of Your Wealth, That's a Problem.

Does Any of This Sound Familiar?

  • You make top 1% income, but your wealth hasn’t grown like it should

  • Commission variability makes planning harder than it should be

  • You suspect you’re overpaying in taxes, but don’t know how to fix it

  • Your advisor doesn’t really “get” your MedSales compensation

  • You want a clear roadmap to be work-optional — not just “save more” advice
     

You deserve a plan that matches the effort you put into your career.

Mistakes

3 Costly Mistakes Medical Sales Pros Make

High Income isn't Wealth

Making $200K+ doesn’t mean you’re building wealth. If your money isn’t working harder than you are, income is just a treadmill.

Overpaying in Taxes

If you’re not proactively planning taxes around commissions, bonuses, and benefits, you’re donating money to the IRS.

Saving “a lot” is not a strategy. Without a defined Walk-Away Number and timeline, you’re just hoping it works out.

No Clear Walk Away Plan

Traditional Model vs. Our Approach

Most Advisors

Most advisors charge 1% of assets

“One-size-fits-all” planning

Fees increase as your wealth grows

Incentive to keep you fully invested

May discourage paying down debt

Fees often buried in fine print

Pulse Wealth

Transparent flat fee: $6,600/year

Built exclusively for MedSales Professionals

Fee stays the same - keep more of your gains

Unbiased advice on when to hold cash

Honest guidance on debt vs. investing

100% transparent - know exactly what you pay

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. 

What Our Clients Are Saying

Karen, Georgia

"David understands the pharmaceutical industry and is able to help and provide guidance on things like ISO/RSU, etc. He is VERY easy to work with. I like that I can reach out whenever I have questions."

Parker, Georgia

"David understands the challenges and needs of the Medical Sales industry and is a valued partner for me in keeping my finances on track."

Logan, Indiana

"I think David is very detail oriented, persistent, and works with my family’s best financial interest in mind. He’s very proactive and will bring things to my attention right away. Overall, has been a very good experience for me."

Aaron, Texas

"David is thorough, helpful, friendly and professional. He makes daunting questions accessible, and provides a comprehensive view of your finances, in ways that make sense to a more visual-learner like myself."

Meet the Founder

Helping medical sales professionals build Walk Away Wealth.

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David Dedman, ChFC®, AWMA®

David founded Pulse Wealth to help medical sales professionals build true Walk-Away Wealth — turning commissions, bonuses, and stock comp into lasting freedom through proactive tax strategy and a transparent flat-fee model. Too often, high-earning MedSales pros were paying more as their portfolios grew, while navigating advice influenced by percentage-based fees.

The flat-fee model changes that equation. When your fee stays the same regardless of portfolio size, recommendations become clearer, more objective, and fully aligned with your long-term independence — not your asset balance.

Your Planning & Investment Specialist

Financial Planning

Traditional plans aren’t built for commission-based careers. Our process is designed specifically for MedSales pros—so your income, taxes, and Walk-Away timeline finally align.

Strategic Tax Planning

As your Medical Sales income grows, so does your tax exposure. At Pulse Wealth, we build proactive tax strategy into every decision—so you keep more of what you earn.

Investments

For medical sales professionals, we align your portfolio with your income swings, stock comp, and evolving goals—so your money works in sync with your career and the life you're building.

Comprehensive financial guidance across every area of your wealth

Equity Compensation

Strategically manage stock options, RSUs, and equity awards to reduce taxes, manage concentration risk, and align your compensation with your long-term wealth plan.

Estate Planning & Trusts

Coordinate wills, trusts, and beneficiary structures to protect your family, minimize estate taxes, and ensure your wealth transfers according to your wishes.

Work Benefits

Maximize the value of your employer retirement plans, stock programs, insurance, and deferred compensation by integrating them into your broader financial strategy.

College Planning

Design a tax-efficient education funding plan that balances 529 strategies, cash flow, and long-term wealth goals without sacrificing your own financial independence.

Want to see how we'd approach your specific situation?
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Our Process

United in Excellence: Showcasing
Our Client Collaborations

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