David Dedman, Chfc®, Awma®

David Dedman, Chfc®, Awma® Email and Phone Number

MedSales Professionals: Access Planning Designed to Minimize Taxes & Position Wealth to “Retire Early” Using Our TaxPulse Strategy | Founder @ PulseWealth.co @ Pulse Wealth
David Dedman, Chfc®, Awma®'s Location
United States, United States
David Dedman, Chfc®, Awma®'s Contact Details

David Dedman, Chfc®, Awma® work email

David Dedman, Chfc®, Awma® personal email

n/a

David Dedman, Chfc®, Awma® phone numbers

About David Dedman, Chfc®, Awma®

As a medical sales professional, your life is non-stop. Your days are spent darting between operating rooms, doctor’s offices, and medical labs.So…when do you have time to look at your finances?“Not enough…if ever, David”.There's a good chance you may be pulling in high commissions, accumulating lucrative stock options, and stacking bonuses every quarter.But with each new paycheck, the IRS’s slice grows bigger. It’s frustrating because you know you should be keeping more of what you earn, but you just don’t have the time to dig through tax codes and figure it all out.And, every year, your CPA's advice may feel incomplete. But those basic moves barely move the needle.In the end, it feels like no matter what you do, you’re still overpaying.You dream of a life after medical sales. Perhaps you’ve looked into side hustle or real estate to potentially create new tax deductions and move yourself closer to the ultimate goal of financial freedom. The truth is you don’t need to add more work to reach your unique retirement goals.Let me introduce you to the proprietary strategy I’ve given numerous medical sales professionals to make early retirement an option.Our TaxPulse uses advanced tax reduction software to identify every deduction, credit, and strategy available under current tax laws to minimize your tax exposure. We run nearly infinite scenarios designed to pinpoint exactly how much you could be saving - down to the last dollar.In addition to reducing your tax liability, this strategy is uniquely positioned to help MedSales professionals in the key areas of wealth management like: • Planning to maximize stock options, equity compensation, RSUs, NSOs, etc. • Rolling over and consolidating 401(k) accounts for optimized retirement income. • Creating an easy-to-implement plan to retire early from MedSales.Ready to stop leaving your hard-earned money on the table?Leave me a note today.So we can discuss a strategy to minimize your tax exposure AND help you transition out of medical sales when you’re ready for that next chapter.Lexington Wealth Management, Inc. d/b/a Pulse Wealth (“Pulse Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pulse Wealth and its representatives are properly licensed or exempt from licensure

David Dedman, Chfc®, Awma®'s Current Company Details
Pulse Wealth

Pulse Wealth

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MedSales Professionals: Access Planning Designed to Minimize Taxes & Position Wealth to “Retire Early” Using Our TaxPulse Strategy | Founder @ PulseWealth.co
David Dedman, Chfc®, Awma® Work Experience Details
  • Pulse Wealth
    Founder | Financial Planner
    Pulse Wealth Jun 2002 - Present
    Lexington, Ky, Us
    Pulse Wealth is dedicated to transforming your medical sales career into wealth. Money presents unique challenges for medical sales professionals. While few careers match the financial potential of medical sales, increased income, tax obligations, and professional demands can result in costly errors and feelings of falling behind. At Pulse, you will receive personalized guidance in financial planning, investment management, and tax planning services. You will regain control of your finances and build wealth with intention. Pulse Wealth is a fee only Registered Investment Advisor
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Aug 2000 - Jun 2002
    New York, Ny, Us
    Financial Planning & Investment Management
  • A.G. Edwards & Sons, Inc.
    Financial Advisor
    A.G. Edwards & Sons, Inc. Mar 1999 - Aug 2000
    Us
    Financial Planning & Investment Management
  • Us Navy
    Operations Specialist
    Us Navy Jul 1988 - Apr 1992
    Washington, Dc, Us

David Dedman, Chfc®, Awma® Skills

Financial Planning Investments 401k Rollovers Retirement Planning 401k Mutual Funds Estate Planning Portfolio Management Alternative Investments Bonds Annuities Asset Management Asset Allocation Investment Advisory Investment Strategies Long Term Care Retirement Blogging Small Business Succession Planning Life Insurance Wealth Management Financial Advisory Fiduciary Fiduciary Services Fiduciary Management Retirement Income Strategies Wealth Preservation Wealth Accumulation Wealth Transfer Insurance Planning Managed Money Cash Flow Management Stocks Etfs Separately Managed Accounts Tactical Asset Allocation High Net Worth Individuals Ira's Personal Finance Qualified Retirement Plans Retirement Plan Consulting Holistic Financial Planning Rollovers Retirement Savings Comprehensive Wealth Management Retirement Plans Retirement Plan Distribution Muni Bonds Investment Management

David Dedman, Chfc®, Awma® Education Details

  • University Of Kentucky
    University Of Kentucky
  • Eastern Kentucky University
    Eastern Kentucky University

Frequently Asked Questions about David Dedman, Chfc®, Awma®

What company does David Dedman, Chfc®, Awma® work for?

David Dedman, Chfc®, Awma® works for Pulse Wealth

What is David Dedman, Chfc®, Awma®'s role at the current company?

David Dedman, Chfc®, Awma®'s current role is MedSales Professionals: Access Planning Designed to Minimize Taxes & Position Wealth to “Retire Early” Using Our TaxPulse Strategy | Founder @ PulseWealth.co.

What is David Dedman, Chfc®, Awma®'s email address?

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What is David Dedman, Chfc®, Awma®'s direct phone number?

David Dedman, Chfc®, Awma®'s direct phone number is (781) 860*****

What schools did David Dedman, Chfc®, Awma® attend?

David Dedman, Chfc®, Awma® attended University Of Kentucky, Eastern Kentucky University.

What are some of David Dedman, Chfc®, Awma®'s interests?

David Dedman, Chfc®, Awma® has interest in Investments, Technology, Art, Reading, University Of Kentucky Sports, History.

What skills is David Dedman, Chfc®, Awma® known for?

David Dedman, Chfc®, Awma® has skills like Financial Planning, Investments, 401k Rollovers, Retirement Planning, 401k, Mutual Funds, Estate Planning, Portfolio Management, Alternative Investments, Bonds, Annuities, Asset Management.

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