Unlocking value, navigating complex transitions.
Linda's primary concern was efficiently deploying her $1.5 million buyout proceeds to generate sufficient income for retirement while also providing for her children and stepchildren through a trust. She needed a clear understanding of which investment options offered the best risk-adjusted returns to meet her diverse financial goals and legacy aspirations within the complexities of her estate.
By utilizing the ROIC Calculator, Linda and her advisor at Golden Door Asset were able to analyze potential investment opportunities, including private equity funds and dividend-paying stocks, assessing how efficiently each used its capital. The calculator helped quantify that a targeted ROIC of 12% would generate approximately $180,000 in annual income, helping Linda ensure her retirement goals were met while the remainder could be intelligently allocated for the benefit of her blended family.
The ROIC calculator was integrated with Golden Door Asset's client portal, allowing for seamless data input and real-time analysis. The results were then stress-tested against various market scenarios using Monte Carlo simulations.
$275,000 increase in projected retirement income over 10 years compared to previous, less informed investment choices.
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