Preserving and Growing Wealth

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Disability Income Insurance

Disability income insurance (DI), sometimes referred to as income protection, is exactly that – protecting your ability to earn a living. If you become sick or hurt and unable to work, you’ll receive payments based on your particular policy. This check will help you continue paying living expenses such as rent, mortgage, car payment, food, insurance, utilities, medical expenses and more.
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Life Insurance

If someone depends on you financially, chances are you need life insurance. Life insurance provides cash to your family and loved ones after your death. This cash (known as the death benefit) replaces your income and can help your family maintain their lifestyle by providing financial needs like daily living expenses, mortgage payments and college savings. What’s more, the life insurance benefit is federal income tax free.
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Medicare supplement

Long-Term Care Insurance

Long-term care insurance (LTC insurance) is important coverage that provides valuable support and financial resources that help cover the cost of long-term care you might need in the event of an illness, accident, or through the normal effects of aging. By helping to protect your assets, and giving you choice and control over where you receive care–including in your home–LTC insurance helps you and your family face the future with confidence.
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  • 401k/403b/SEP/Simple IRA/Profit Sharing
  • Traditional IRA/Roth IRA
    • Joint/Individual  Accounts
    • 529 Plans




Estate Planning

Your family is important to you. You’ve worked hard accumulating assets to take care of your loved ones. So, then why is the IRS your beneficiary? Without proper estate planning, your money could be subject to state death taxes that could significantly reduce the size of the inheritance you want to leave to your children, grandchildren or others. To make sure your beneficiaries get the maximum possible amount from your estate, work with a Pulse Wealth Advisor to define your objectives, set up a plan, and periodically review your plan.
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Wills (Guardianship/Executor)

Healthcare Directive

Tax Management

Align your tax strategy with your investment strategy.As an investor with a taxable account, you may be subject to some type of regular payout that is taxable.  This could be in the form of dividends, interest, short-term capital gains or long-term capital gains.

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Banking & Credit Management – Family

Credit can be viewed in many ways – Pulse is prepared to help you pair your unique view with specific solutions in order to help increase your financial prosperity. For whatever you prefer, Pulse has a plan!

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