• Customization of a personal RightCapital® retirement and financial plan
    → Monte carlo and retirement scenario stress-testing
    → Optimal retirement age modeling
    → Optimal retirement spending analysis
    → “Black swan” event planning and modeling
  • Sustainable retirement income planning
    → Towerpoint Wealth’s Cash Feeder Fund retirement income strategy
  • Customized Social Security Optimization benefit election analysis
  • Corporate pension modeling
    → Pension benefit election analysis and optimization
  • Fixed, variable, and immediate annuity analysis
  • Structured settlement modeling