Financial advice for people like you.

Client: Ashley
Age: 30
Position: Medical Sales Account Executive
Primary Goal: Get her financial house in order, start a financial plan, begin developing good habits with money
couple with kids
Clients: Paul and Jennifer
Ages: 45 and 44
Positions: Medical Equipment Sales Director and Homemaker
Goals: Get spending under control, rollover old 401(k), start saving for college, develop a strategy for stock grants, save on taxes where possible
Client: Thomas
Ages: 58
Position: Pharmaceutical Sales
Goals: Save for an early retirement, minimize taxes, and make sure he is doing everything possible to maximize wealth, get better educated on his money

Medical sales reps have challenges.

Here's how we address them:


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 and financial plan.


As a thriving medical sales rep, your achievements translate into higher income. That income also comes with an increased tax burden. We will analyze your tax situation and provide you with specific strategies to reduce your income, investment, estate, and 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.

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