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Hello!
I'm David Dedman, ChFC®, AWMA®

I help highly compensated executives and medical sales professionals transform their careers into wealth.

Transparent, Equitable, Flat Fees

$550 monthly flat fee ($6,600) per client 

household. Includes ongoing financial planning, unlimited investments, and year-round tax planning.

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Schedule A Intro Call

This call is an opportunity to get to know each other, and explore the advice you need.

Work With Pulse

Learn more about our process, how to reduce your tax liability, invest, and plan for the future.

What We Do

Finally. Financial advice that covers more than just investments. Learn more about what we do.

Here are a few of the organizations whose professionals we’ve worked with: 
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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 from work whenever you're ready.

 

Contact me today for a personalized strategy.

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Never miss a video again!

Financial education delivered in 1 minute or less.

Delivered weekly on Thursdays.

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The Tax Secrets of LLCs - Revealed!
00:55
The Tax Secrets of LLCs - Revealed!
The Tax Secrets of LLCs—Revealed! So, you’ve got an LLC. Great! But how you classify it for taxes? That’s the real game-changer. 1. Sole Proprietor/Single-Member LLC: Simple and sleek. All profits flow straight to your personal taxes. Easy, but you’re paying self-employment taxes on everything. 2. Partnership (Multi-Member LLC): Shared profits, shared responsibilities. Each member reports their share on personal taxes—teamwork makes the tax dream work. 3. S Corporation (S Corp): Pay yourself a "reasonable" salary and save on self-employment taxes with leftover profits. Tax savvy, but more paperwork. 4. C Corporation (C Corp): The big leagues. Separate entity, separate taxes. You’ll face corporate tax, but you might unlock more deductions. Each path has perks and pitfalls. Choose wisely—it’s your money at stake! 💰 Follow me @DaveKnowsMoney or schedule a call in the bio
What the Heck is AMT?
00:59
What the Heck is AMT?
The AMT: A Taxing Twist You Need to Know About Imagine you're happily doing your taxes, expecting a nice refund. Suddenly, the AMT (Alternative Minimum Tax) pops up like a jack-in-the-box! It's a separate tax calculation that can surprise high-income earners with a bigger tax bill than they anticipated. Think of it as a parallel tax universe with its own set of rules. It aims to prevent wealthy individuals from using too many deductions and exemptions to drastically lower their taxes. The AMT adds back certain deductions you normally take, like those for state and local taxes. This can result in a higher tax bill than you calculated using the regular system. Who's at risk? Those with high incomes, large families, or significant itemized deductions. If this sounds like you, it's crucial to be aware of the AMT and plan accordingly. Don't let the AMT catch you off guard! Talk to a tax professional if you think you might be affected. They can help you navigate this tricky tax situation and ensure you're paying what you truly owe. Follow me @DaveKnowsMoney or reach out for tax reduction strategies in my bio!
Why Not to Buy a Home
00:49
Why Not to Buy a Home
Why Not Buy a Home? 1. Financial Strain: Upfront costs like down payments, closing fees, and ongoing maintenance can add up fast. 2. Lack of Flexibility: Owning ties you to one location, making it harder to move for work or adventure. 3. Market Risk: Home values can fluctuate, and there’s no guarantee your investment will grow. 4. Hidden Costs: Repairs, property taxes, HOA fees—homeownership comes with expenses beyond the mortgage. 5. Commitment: A mortgage is a long-term obligation that requires stability and planning. 6. Lifestyle Fit: Renting might align better if you value convenience and freedom over ownership. Sometimes, waiting or renting makes more sense. The right choice depends on your goals and readiness. 🌟 follow @DaveKnowsMoney or reach out in the bio for more help.
Why Buy a Home?
00:42
Why Buy a Home?
Why Buy a Home? 1. Build Wealth: Every payment brings you closer to owning your space outright, growing equity with time. 2. Stability: No sudden rent hikes or unexpected moves—it's your place, your rules. 3. Freedom to Customize: Paint the walls, plant a garden, or renovate—make it truly yours. 4. Tax Benefits: Enjoy deductions that can save you money. 5. Long-Term Investment: Real estate often appreciates, adding to your financial future. 6. Create Memories: A home isn’t just a structure; it’s where life happens. Your dream home isn’t just a purchase—it’s a foundation for your future. Ready to make it yours? 🏡 Follow me @DaveKnowsMoney or reach out in the bio.
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