PINNACLE PROGRAM
Retire with Confidence
Retirement is not what it used to be and it’s more important than ever to have a clear and Comprehensive plan. 10 to 15 years prior to retirement you will become eligible for certain benefits; and unless you are aware and timely in your decision making, you can miss out on ways to maximize your retirement or worse yet, get penalized.
At Pulse Financial Services, we believe your retirement should be the Pinnacle, of your professional life. We also believe that the road to your retirement should be painless and opportunistic.
The Pinnacle Program is designed to guide you on your personal retirement journey, step by step. We will notify you, educate you and discuss with you, the choices you have as you approach each milestone starting at age 50.
Let us help you rest easy knowing that Pulse will be your guide, your teacher and most importantly your friend as you decide what ‘Life After Work’ holds for you.
Key Birthdays:
50th – Retirement Blueprints
55th – Retirement Healthcare and Long Term Care
60th – Employee Benefits
62nd – Social Security
64th – Medicare and Medicare Supplement
72nd – Required Minimum Distributions
What You Can Expect Throughout Your Milestone Year:
- Quarterly articles specific to your stage in life (mailed)
- A non-traditional, birthday specific Review, with your spouse, if applicable
- Possible “homework” to better prepare you for retirement decisions
- Possible “Wealth Summit” with Pulse and other Retirement experts (i.e., CPA, Attorney, etc)