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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.

Schedule an Intro Call

Work With Pulse

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

Work With Pulse

What We Do

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

Services and Fees
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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Not Ready to Schedule a Call? Join Our Video Blog!

Financial education delivered in 1 minute or less.

Delivered weekly on Thursdays.

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The Unexpected Tax Surprises of Splitting Assets in Divorce
01:00
The Unexpected Tax Surprises of Splitting Assets in Divorce
Divorce isn't just emotional—it's a tax minefield 💔 #shorts
3 Ways Teen Drivers Put Med Sales Family Wealth at Risk
00:55
3 Ways Teen Drivers Put Med Sales Family Wealth at Risk
3 ways teen drivers put your family's wealth at risk 🚗💸 #shorts
3 Ways Medical Sales Pros Compare Investments Wrong
01:00
3 Ways Medical Sales Pros Compare Investments Wrong
3 Ways Medical Sales Pros Compare Investments Wrong Medical sales pros: Are you comparing investments the right way? 🤔 #shorts
How a Simple Beneficiary Mistake Can Wreck Your IRA Legacy
00:59
How a Simple Beneficiary Mistake Can Wreck Your IRA Legacy
How a Simple Beneficiary Mistake Can Wreck Your IRA Legacy One IRA beneficiary mistake can ruin your legacy—make sure yours is right! #shorts
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