Robert Pulaski
Packerland Brokerage Services
784 Summit Ave
Oconomowoc, WI 53066, US
Professional Profile
Robert Pulaski: Trusted Financial Advisor with Over 33 Years of Experience
For more than three decades, Robert (Bob) Pulaski has dedicated his career to helping clients achieve their financial goals through personalized planning and education.
Bob began his journey in 1992, focusing on the education sector by assisting teachers with their 403(b) retirement investment accounts. By 1995, his practice expanded to include guiding corporate employees on optimizing their 401(k) plans. Bob’s passion for empowering clients with knowledge ensures they make informed, confident decisions about their financial futures.
As a Certified Financial Planner (CFP®), Bob takes a comprehensive approach to retirement planning, addressing all facets of his clients’ financial lives. Recognizing a common gap in understanding Social Security benefits, Bob became a Registered Social Security Analyst (RSSA®). This expertise allows him to seamlessly integrate Social Security into tailored retirement strategies for his clients.
Today, Bob continues to serve his original teacher clients, many of whom are now enjoying retirement, while also managing corporate 401(k) plans and providing individualized financial planning services.
Based in Oconomowoc, Wisconsin, Bob shares his life with his wife, Pam. Together, they enjoy time with their two daughters and three amazing grandchildren.
Navigate Today – Secure Tomorrow.
Areas of Expertise
- CFP
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.

Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.

Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.

Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.

Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.

Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.

Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
