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Wealth Management for
Medical Sales Professionals


Reduce Taxes • Invest Smarter • Optimize Income


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Wealth Management for Medical Sales Professionals

As a medical sales professional, you focus on what matters in your work, setting goals and achieving them. While doing this successfully, your to-do list can get long and overwhelming, and the thought of setting aside time to organize your own finances can fall to the bottom of the priority list. That’s not good if you want to plan for the future.

Whether you’re just starting out in medical sales, or a sales veteran with a large retirement nest egg to protect, we can help you. We will get you organized, educated and inspired to become financially independent.


What Makes Us Better


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Focused On You

We understand the high pressures, possible job uncertainty, time demands and variable compensation with your profession. Our advice will be focused on you and your situation.

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Visual Planning

We're serious about your success. Our unique visual financial planning is the starting point on your roadmap to reaching your goals. No 100 page plans here! Just one or two pages that are clear and to the point.

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Fiduciary Advisors

We are fiduciaries. As fiduciaries we are legally bound to place your interests ahead of ours at all times. We only recommend planning and investment strategies that are in your best interest.



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About Us

David Dedman, ChFC®, AIF®, AAMS, AWMA Photo

David Dedman, ChFC®, AIF®, AAMS, AWMA

Founder & President

Welcome! I'm David and a native of Lexington. I've been a financial advisor since 1993. I worked for large brokerages early in my career.

Their focus was on products and beating sales quotas. I knew I wanted to stay focused on my clients.

In 2002, I launched Lexington Wealth Management. I work with medical sales and healthcare professionals to reduce taxes, invest smarter and optimize income.

When I'm not working, you'll find me relaxing with my dogs, watching a good movie or spending time with my family.

Some Fun Facts About Me

  • I served in Keflavik, Iceland and Guantanamo Bay, Cuba in the Navy
  • I was accepted into art school
  • I collect world currency, including Iran and an original bill from South Korea
  • I’m a huge Kentucky Wildcats fan
  • My two best friends are labrador retrievers, Daisy and Lucy
  • I have a slight obsession with ice cream
  • Favorite date night is a fire pit in the back yard with my wife
  • I love cruises with my family to warm beaches

SCHEDULE A DISCOVERY CALL WITH DAVID

Services & Pricing

If you have experienced...

  • Being ignored by a financial advisor
  • Not able to meet asset minimums for investments
  • Being sold high commission products

Here's What You Can Expect From Us


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We stay in contact with calls, meetings and email updates, so you know how you are progressing toward financial independence.

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We believe that no matter the size of your portfolio, you deserve high quality planning and advice.

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We avoid commission products and implement strategies that are in your best interest for a flat fee.

Wealth Management Services We Offer Include:


  • Retirement Planning
  • house iconEstate Planning
  • paper iconManaging Your Investments
  • money iconCash Flow Planning
  • user iconInsurance Planning
  • book iconEducation Funding
  • briefcase iconWorkplace Benefits Planning
  • cions icon Financial Goal Planning


Fee Schedule


Ongoing Financial Planning

$150/Mo+ $500 Onboarding fee

Comprehensive financial planning for individuals that want ongoing real life advice throughout life’s key moments.

Project Based Planning

$1,000

This option is for the do it yourself investor. We will cover a particular financial planning topic or review your current plan.

Investment Management

0.85% of Assets Managed

This is for investment accounts that we manage. This option is only available to financial planning clients. Planning fee waived for accounts over $500,000.




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Our Process

A Better Way to Make Financial Decisions

Our visual financial planning will allow you to see your entire financial picture on one page. With our mind map-like diagramming you’ll have clarity like never before, and the result - better decision making about your future.




Our Process


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Discovery

This is where we get to know you, your goals and your finances. Our tool is called the Discovery Interview, it allows us to collect the data and find out what’s on your mind.

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Plan

Once we learn about your unique situation, we create a visual financial plan. Reviewing it together, allows us to find opportunities and identify areas that need immediate attention.

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Implement

Your goals and the visual plan will lay out the course of action. It will allow us to select strategies, resolve problems, and ultimately help you reach financial independence.


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