top of page

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.

external-file_edited.png

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: 
BMS-Bristol-Myers-Squibb-Emblem-1.png
Screenshot 2024-12-05 at 2.15.11ā€ÆPM.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

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.

Screenshot 2024-10-11 at 11.48.32ā€ÆAM.png

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

Financial education delivered in 1 minute or less.

Delivered weekly on Thursdays.

pulse-wealth-full-lockup-large-violent-violet-rgb-900px-w-72ppi.png
Writing Off a Business Vehicle? Think Twice! šŸš—šŸ’ø
00:48
Writing Off a Business Vehicle? Think Twice! šŸš—šŸ’ø
A huge tax deduction sounds amazing, but thereā€™s a catchā€”and it could cost you later. āœ… Yes, you can deduct a big chunk (even up to 100% with bonus depreciation).āš ļø But hereā€™s the downside: Personal use? The IRS limits what you can deduct. Mix business and personal miles? You better keep detailed records or risk losing deductions. Selling the vehicle? The IRS might claw back that deduction through depreciation recapture, meaning a surprise tax bill when you offload the car. Alternative? If you choose the standard mileage deduction, you get smaller annual deductions but avoid the complexity and tax hit later. Big write-off now or less tax pain later? Know the trade-offs before you commit! šŸš¦ #BusinessTaxTips #VehicleWriteOff #TaxSmart #smallbusinesstips Learn tips & strategies to get the most out of your money. Get started today ā†’ https://www.pulsewealth.co/financial-assessment Subscribe to be notified for future videos: @DaveKnowsMoney ___________ For more resources and content, check me out below! šŸ”” Subscribe to my channel to learn more about all things money @DaveKnowsMoney šŸ“¬ Subscribe to my blog https://www.pulsewealth.co/subscribe šŸ“· Connect with me on Instagram https://www.instagram.com/daveknowsmoney šŸ”— Follow me on Linkedin https://www.linkedin.com/in/daviddedman/
NUA: The Hidden Tax Loophole You Need to Know
00:38
NUA: The Hidden Tax Loophole You Need to Know
Got company stock in your 401(k)? Don't cash out yetā€”thereā€™s a secret strategy that could save you thousands: Net Unrealized Appreciation (NUA). Hereā€™s the play: Instead of rolling your company stock into an IRA (where withdrawals get taxed as ordinary incomešŸ˜¬), transfer it to a brokerage account. The cost basis gets taxed now, but the growth? That gets hit with lower long-term capital gains rates later. Less tax, more money in your pocket. šŸ’° NUA isnā€™t for everyone, but when it worksā€”itā€™s a game changer. Got company stock? Know your options! šŸ”„ Learn tips & strategies to get the most out of your money. Get started today ā†’ https://www.pulsewealth.co/financial-assessment Subscribe to be notified for future videos: @DaveKnowsMoney ___________ For more resources and content, check me out below! šŸ”” Subscribe to my channel to learn more about all things money @DaveKnowsMoney šŸ“¬ Subscribe to my blog https://www.pulsewealth.co/subscribe šŸ“· Connect with me on Instagram https://www.instagram.com/daveknowsmoney šŸ”— Follow me on Linkedin https://www.linkedin.com/in/daviddedman/
Roth vs. Traditional IRA: The Retirement Tax Battle šŸ„ŠšŸ’°
01:00
Roth vs. Traditional IRA: The Retirement Tax Battle šŸ„ŠšŸ’°
Both help you build wealth, but the key difference? When you pay taxes. šŸ”„ Roth IRA: Pay taxes now, but then watch your money grow tax-free. Every dollar in your account belongs to youā€”no taxes on gains, no taxes on withdrawals in retirement. That means decades of compounding growth without the IRS taking a cut! Perfect if you expect to be in a higher tax bracket later or want to avoid taxes on withdrawals. šŸ’¼ Traditional IRA: Get a tax break today, letting you invest more upfront. Your money grows tax-deferred, meaning it compounds without immediate tax hitsā€”but once you retire, the IRS gets its share when you withdraw. If you expect to be in a lower tax bracket later, this could save you money. Both can build serious wealth, but the right choice depends on future tax rates, retirement goals, and income needs. Plan ahead, and let your money work smarter for you! šŸš€ Learn tips & strategies to get the most out of your money. Get started today ā†’ https://www.pulsewealth.co/financial-assessment Subscribe to be notified for future videos: @DaveKnowsMoney ___________ For more resources and content, check me out below! šŸ”” Subscribe to my channel to learn more about all things money @DaveKnowsMoney šŸ“¬ Subscribe to my blog https://www.pulsewealth.co/subscribe šŸ“· Connect with me on Instagram https://www.instagram.com/daveknowsmoney šŸ”— Follow me on Linkedin https://www.linkedin.com/in/daviddedman/
Debit vs. Credit: The Battle for Your Wallet
00:46
Debit vs. Credit: The Battle for Your Wallet
Every time you pay, you face the ultimate choiceā€”debit or credit? Itā€™s more than just a swipe; itā€™s a financial strategy. Debit cards pull money instantly from your bank account. No debt, no interest, no problemā€”unless fraud strikes. Lose cash? You might wait weeks to get it back. No rewards, no credit-building, just straight-up spending. Credit cards give you a bufferā€”you borrow now, pay later. Perks like cashback, travel points, and fraud protection make it a power move. But hereā€™s the catch: spend more than you can afford, and debt piles up fast. Interest rates? Brutal. So, which one wins? Debit for discipline, credit for benefits. The real key? Know your habitsā€”then play your card right. Learn tips & strategies to get the most out of your money. Get started today ā†’ https://www.pulsewealth.co/financial-assessment Subscribe to be notified for future videos: @DaveKnowsMoney ___________ For more resources and content, check me out below! šŸ”” Subscribe to my channel to learn more about all things money @DaveKnowsMoney šŸ“¬ Subscribe to my blog https://www.pulsewealth.co/subscribe šŸ“· Connect with me on Instagram https://www.instagram.com/daveknowsmoney šŸ”— Follow me on Linkedin https://www.linkedin.com/in/daviddedman/
bottom of page