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Financial Planning for Busy Medical Sales Reps

Medical Sales Professionals are BUSY. That's why we are here to help make it possible for them to offload their financial planning. Taking that off your plate will free you up to focus on your business and making the connections you need to in order to meet, and exceed, your sales quotas. Together, we will make decisions to work towards your success.

Our team of experienced financial planners has a deep understanding of the unique challenges and opportunities facing medical device sales reps. We'll work closely with you to develop a customized financial plan that meets your needs, no matter what stage of your career you're in.

Together, we will:

  • Create a Financial Plan that aligns with your life goals and objectives
  • Understand and manage your investments to maximize efficiency
  • Plan cash flows based on where you're at in your sales career
  • Become empowered to be financially healthy so you can focus on your career

Success Stories

Listen to episodes 60 and 61 of our podcast to hear a little bit about how Marshal works with those that work in Medical Sales as well as real examples of how he helped two different couples feel confident in their financial plans. Maddie and Peter, a younger couple with a growing family came to get their financial life in order ahead of the the arrival of their second child, where as Michelle and Steve were a more experienced couple thinking about making the transition into retirement. Click below to listen, or find these episodes wherever you get your podcasts!

Book an intro call below to begin and learn more about the process: