Long after the startup phase, business owners are faced with decisions about banking and credit management. Making the right decisions and managing your balance sheet properly can have a profound impact on your taxes and profits.

These are some areas worth reviewing for the most cost efficient banking and credit management:

– Checking Accounts
– Savings Accounts and Money Market Instruments
– Cash Management Accounts
– Enhanced Credit Cards

– Liquidity or Bridge Loans
– Securities-Based Loans
– Unsecured Loans
– Commercial Real Estate Loans
– Business Investment Lending 

Pulse Financial Services will be your partner in establishing and maintaining a credit management plan that allows you to achieve your goals.  We can help you lever your assets optimally, reduce your taxable income, free up cashflow and more. Make an appointment to let Pulse Financial Services help you make the right banking and credit management decisions.

Check the background of this investment professional on FINRA’s BrokerCheck (

Securities offered through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.
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