Here are a few of the organizations whose professionals we’ve worked with:
We're Wealth Management Experts and Do Our
Best Work With:
MedSales Pros
Medical Device and Pharma Pros that are thriving in their careers.
High Income
MedSales Pros earning $200k + and have concerns about taxes.
Expert Guidance
People who value expert help because money is too important.
Still Have Questions? Keep reading...
You should consider hiring our firm if you want to:
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Turn your nest egg into a reliable paycheck in retirement.
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Lower taxes and keep more of your hard-earned money.
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Improve after-inflation returns and reduce portfolio risk.
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Spend more of your time doing the things you love.
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Ensure your heirs have a trusted professional to lean on if something happens to you.
You can learn more about our expertise by checking out my video blog @DaveKnowsMoney or reviewing our Success Stories.
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There are three really important things about our firm that separate us from others:
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I am retirement and tax planning experts for medical sales professionals that make over $200k. Just like a Cardiologist would not perform foot surgery, we remain highly specialized and only work with retirement savers we have the expertise to help.
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I limit the number of new clients we take on (1 per month). This allows us to provide unparalleled value and highly personalized service to the families that have entrusted our firm to help them.
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I have over 32 years of experience. While every client is different, there are some similarities. After 32 years there are not many scenarios that I'm not familiar with. I adhere to a continuous service and planning calendar that enables me to deliver high-quality advice and ensure nothing falls through the cracks.
Most advisors have similar titles, designations, and service models. Many of us also work with similar vendors and custodians (e.g., Fidelity, Schwab, Altruist).
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The fact that it's hard to differentiate one advisor from another is EXACTLY why I offer a Free Financial Assessment.
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If you think there is a potential fit between your needs and our expertise, the first step is to schedule a complimentary phone call.
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» Also, check out the Best Questions to Ask a Financial Advisor
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Yes! We are licensed to operate everywhere in the U.S. We currently help approximately 80 families across 13+ states navigate retirement, reduce taxes, and invest smarter.
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Our firm regularly meets with clients through Google Meet or Zoom video conferencing. Each virtual meeting is protected by a complex, unique password, and we adhere to strict security guidelines to protect your privacy.
It only makes sense to hire a financial advisor (or any professional!) if the value they provide exceeds the cost. In other words, the time and effort saved by hiring an expert + the tax savings and retirement plan improvements need to exceed the fees being charged.
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The Free Retirement Assessment we deliver will quantify the benefits you will receive so you can make an informed decision about hiring our firm.
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Our transparent fee includes ongoing financial planning and tax planning + tax-smart management of all investment accounts.
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Our fee is $550 monthly ($6,600 annually) per client household. That's our only fee. Seriously.
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Scheduling a Discovery Meeting with me is the first step in determining whether we are a good fit to work together.
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We do our best work with medical sales professionals who need (and want!) a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project fee option.
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If you prefer a financial planner who offers these limited-term engagements, consider reaching out to the Garrett Planning Network.
For your safety and convenience, Pulse Wealth uses Altruist Financial, LLC as a third-party custodian for our client investment and retirement accounts.
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As a trusted custodian, Altruist safely holds your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed at any time at www.altruist.com or through the Pulse Wealth Client Portal.
Your Free Financial Assessment
A 3-step process showing you how to
lower taxes, invest smarter, and maximize retirement income.
STEP 1 - Schedule Intro Call
A 30-Min phone call will give us both a chance to make sure your situation matches our expertise.
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After all, you wouldn't see a Cardioogist if you needed foot surgery!
STEP 2 - Discovery Meeting
Like a doctor, it's important to diagnose before we prescribe.
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The next step is meeting with you virtually. During this 1-hour meeting, I will get crysteal clear on your financial goals, need and concerns.
STEP 3 - Review Assessment
With your Financial Assessment complete, we will have another 1-hour meeting to review my findings and recommendations.
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In plain English, I will explain exactly what you can do to imporove your retirement plan, lower taxes, and optimize your investments.
Think About It!
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."