PINNACLE PROGRAM


Retire with Confidence

Retirement today looks different than it used to, and having a clear plan is more important than ever. Key decisions start as early as 10–15 years before you retire, and missing critical milestones could mean lost opportunities—or even penalties.

At Pulse Financial Services, we believe retirement should be the pinnacle of your professional journey, not a source of stress. 

That’s why we created The Pinnacle Program—a step-by-step roadmap to help you navigate every milestone starting at age 50.

With guidance and a personalized strategy, we’ll help you make the right decisions at the right time—so you can Retire with Confidence.

 

"Celebrate" your key decision making Birthdays with Pulse all year long!

We'll have workshops, meetings with key review questions, articles, and exercises throughout the year designed to help you prepare for the important choices ahead!

50th – Retirement Blueprints

55th – Retirement Healthcare and Long Term Care

60th – Employee Benefits

62nd – Social Security

64th – Medicare and Medicare Supplement

73rd – Required Minimum Distributions


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