Do these sound familiar?
Time
Whether you’re immersed in meetings or in the car, we’ve got the tech solutions to ease your time constraints. Our tech is designed to be your time-saving ally, offering features like online meetings, seamless digital account opening, and mobile apps for tracking your investments & financial plan.
Taxes
As a thriving medical sales rep, your achievements translate into higher income. That income also comes with an increased tax burden. We'll analyze your tax situation and provide you with specific strategies to reduce your income, investment, estate, & equity comp taxes.
We have developed a suite of meticulously crafted strategies tailored for medical sales reps. These tactics address the unique demands of your finances, like your 401k, equity compensation, taxes, and investments. We guide you through every aspect of managing your finances with these tactics.
Tactics
How we work
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Assess
We'll utilize eleven different financial indicators to assess your current financial health and determine our next steps.
Plan
We'll devise a straightforward plan with actionable steps designed to help us achieve your goals.
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Monitor
We'll persist in monitoring your financial well-being over time to ensure you remain on course.
Meet Pulse
We are Pulse Wealth
Pulse Wealth is exclusively focused on medical sales professionals on their journey to financial success. Recognizing the unique challenges and opportunities in the medical sales industry, I am here to offer tailored guidance every step of the way. Pulse provides personalized financial planning, investment management, and tax planning services specifically designed to address the needs and goals of medical sales professionals like you.
What we offer
Financial Planning
Together, we craft a financial roadmap tailored to your goals. Whether it's short-term goals or long-term visions, we're your guide throughout the journey, ensuring your financial plan evolves alongside life's changes.
Investment Management
Our investment philosophy is simple - utilize low cost investments that are managed in a tax-efficient manner to help you keep more of your investment returns.
Tax Planning
We offer personalized tax planning services to help you optimize your tax situation and keep more of your hard-earned money.
How we charge
Pricing is simple and transparent. It includes investment management and ongoing comprehensive financial planning.
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1.5% for under $1,000,000
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1.0% for over $1,000,000
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
How our work can help
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.
Success Stories
How our work can help
Our Process
United in Excellence: Showcasing
Our Client Collaborations