Boomfish Wealth Group, LLC
(678) 278-9632
12600 Deerfield Parkway Suite 100
Alpharetta, GA, 30004
U.S.A

You Have Money… Now Can You Keep It?

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What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales seem to prove one commonly held belief to be true:

Making money is not the hardest part—the hardest part is holding on to it.

 

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Educate Your Heirs

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Because building this matters more than the money 

If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll hear everything from, “My daddy talks on the phone” to “Mommy wears tall shoes and comes home with a headache.” It’s understandable; they’re five.

The funny thing is, I’ve heard adult heirs say the same things, but in a different way.  They’ll say, “My parents worked hard and made a lot of money,” and that seems the extent of their knowledge. It’s as if many heirs have no awareness of what their parents did or what made them successful.  They don’t know the motivation and reasons behind the hours, days, and years of hard work.

Part of your “wealth responsibility” is to set straight the thinking of your heirs on the major stories behind your wealth.  Inspiring heirs involves telling (and even retelling) your story and allowing them to engage with you.  I call this concept story building.

Story Building: If I help my heirs understand me, they can better understand themselves.

Don’t expect or assume they will do exactly what you’re doing. But they will understand your intentions – your heart – because they have become part of your story.  The purpose is not to impress them or prove how successful or wonderful you are.  The purpose and outcome are to give them a stronger context for their lives and to honor the legacy of the family.

A complete inheritance-preparation strategy is guided by how you want to inspire your heirs.

START TODAY to build that story by telling your story – verbally, in writing and with pictures.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Take Advantage of our FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Your Choice on Thursday, November 6: 11:30 am or 5:00 pm. 

Click Here To Access This Valuable Information

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“Stories have to be told or they die, and when they die, we can’t remember who we are or why we’re here.”

– Sue Monk Kidd

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Be Intentional with Your Legacy

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Inspiring a legacy 

Dick was the owner of one of the largest recreational vehicle retailers in the country.  He had asked the youngest of the three children, Loren, to work in the business. But Loren wanted to build a career of his own.

After a number of years Loren changed his mind accepting his father’s invitation.  Then he started in the business with the only job an owner’s kid should, in an entry-level position.  Gradually he earned the respect of his co-workers and quickly gained greater responsibility.

The foundation of Loren’s success was established by his father at an early age teaching sound principles of honor, respect of others, hard work and stewardship.

It’s never too early – or to late – to inspire your heirs with sound principles of success.

It was just in time for Loren and his father. Dick was an avid runner when he was diagnosed with terminal pancreatic cancer.  At 58 years old, while Loren was just 30 years old, he was given just weeks to live.

Today the business is thriving with Loren at the helm and he continues to inspire his three young children with the same sound principles of success.

The right time and best time to inspire your heirs is TODAY!  Nobody is guaranteed tomorrow.  What is the one message or lesson you’ve been putting off teaching, inspiring, encouraging?

Do it now – pick up the phone, write a note, go to lunch… Take Action.

Loren is so glad his father did.

Learn about setting up your family for generational success at our next special briefing this Thursday at 11:30 a.m. or ONLY AT 5:00 p.m. and ONLY TWO seats remain.

Go to www.specialbriefing.com, or email [email protected], or call our office at 678-278-9632.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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TODAY Is The Last Chance To Take Advantage of our FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating for 11:30 is SOLD OUT.  Only 2 Seats Remain for the 5:00PM Session. 

Click Here To Access This Valuable Information

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“Build your own dreams, or someone else will hire you to build theirs.”

– Farrah Gray

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Take Control of Your Money

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To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way.

Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation.  They were in the office this week to talk about their more confident retirement future and mentioned,

“The advisors we’ve had for years just keep telling us we’re ‘all set’ but it made us feel uneasy because we haven’t felt ‘all set’… and if we really were ‘all set’ as they kept trying to convince us, they would have proven to us – which they never did.”

They are all set now and we’ve not only proven it to them they’ve proven it for themselves.

Would you like to know you’re “all set”?

Take the easy first step that Jim and Marge did and attend our next retirement briefing for the latest on how to create a tax efficient and more confident retirement.

Perhaps you’ve attended previously, but need to hear the latest information on tax reduction and retirement to better know whether or not you’re all set – you can attend again.

Or maybe when you attended you wished you had brought your spouse, co-worker, friend or neighbor with you to take advantage of the valuable tips – attend together.

Take advantage of this latest opportunity while a few of the limited seats still remain for our special briefing next Thursday, October 9th at 11:30 a.m. or 5:00 p.m.

Go to www.specialbriefing.com, or email [email protected], or call our office at 678-278-9632.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Time Is Running Out To Take Advantage of our next FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating is limited and is filling up quickly… find out more. 

Click Here To Access This Valuable Information

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“Freedom begins the moment you realize someone else has been writing your story and it’s time you took the pen from his hand and started writing it yourself.”

– Bill Moyers

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Find Friendlier Waters

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The health event arrived and he wasn’t prepared… not financially anyways.

He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it.

Now it was scramble time – to get everything financial in place as it should be at a time when energy is better spent on what matters most – family, friends, making a difference.

Jerry had no choice at this point and worse yet he felt like he was swimming with sharks – advisors and product sales people who knew he was desperate and claimed to have the magic solutions to solve everything financial, but it seemed to be in their best interest and not Jerry’s.

And at this point Jerry didn’t have the time to truly understand his opportunities and dangers and knew he now had fewer options because he had waited and the time was ticking down.

Now Jerry was wondering what could have been possible had he got around-to-it sooner… he could have been swimming in friendlier waters!

The health event was now revealing all the possible ways he could have protected and preserved a lifetime of achievements, but there wasn’t time.

 You don’t have to feel forced to make decisions you don’t feel prepared to make… seize the lifetime and legacy opportunities available to you now and enjoy the benefits of protecting and preserving wealth – time with family, creating a legacy – with less worries!

Want to learn how to swim in friendlier waters? Click Here

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Time Is Running Out To Take Advantage of our next FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating is limited and is filling up quickly… find out more. 

Click Here To Access This Valuable Information

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“We grow a little every time we do not take advantage of somebody’s weakness.”

– Bernard Williams

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Making the Complex Simple

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Complication seems to be the way of life these days.  And we long for the… simple days.

Yet we don’t desire for the complex to go away because that is what comes along with having wealth, success and influence.

Simplicity is important because its CONFIDENCE building – it says in a few words what something is all about.

The great marketing campaign for Nike put what they were all about into a single simple phrase, Just Do It.

Great companies define their company in a page that includes a vision statement and values.

Why not with your personal wealth?

What your wealth is all about should be captured by a Wealth Vision Statement.  The money part of wealth should be understood in a page (and without jargon).

Having this IS the difference in making the complex simple which results in greater confidence about what you have and where you’re going.  And this allows you to live with greater confidence, peace of mind and less worries about the present or for the future.

Want to learn how to make your wealth situation simple and the difference it makes for your money, your retirement, your family and your future?  Click Here to learn more.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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FREE Special Briefing…  

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating is limited and will fill up quickly… find out more. 

Click Here To Access This Valuable Information

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“Everything should be made as simple as possible, but not simpler.”

– Albert Einstein

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Which “CEO” Are You?

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Two CEOs are better than one! 

There are two CEOs in most wealthy families.  There is the chief executive officer, and the chief emotional officer.

The chief executive officer understands the assets and financial make-up of the wealth; the chief emotional officer is in touch with the relational influences of wealth on lifestyle and the family.

They need each other for their different perspectives, but too often the chief emotional officer isn’t part of the planning process.

The chief emotional officer has a feel for how much money is being spent on lifestyle, has a pulse on the family dynamics and a vision for giving back.

When the chief emotional officer is left out of the financial decision-making there tends to be a lack of communication leaving family members to speculate from their own grid of experience and personal biases — and speculation is dangerous.

Lifestyle shortfalls, family conflict, inheritance catastrophes and more can be avoided by involving the chief emotional officer in the planning process and opening up the lines of communication between both CEOs.

To supercharge the effectiveness of planning use a third-party wealth specialist who can artfully navigate conversations with the two CEOs about lifestyle, family and giving.

When both CEOs are part of the retirement and wealth planning process the outcome is greater peace of mind, confidence and real understanding.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Last Chance to get our New Special Report Revealing… 

“How To Pay Less In Taxes and Prosper With More Money To Spend In Retirement” 

  • Discover the Three Crucial Elements For Your Retirement Plan To Win In The New Economy.
  • Learn How To Overcome The Five Major Roadblocks To A More Prosperous Future.
  • Avoid The Risks of Higher Taxes, Increase Cost of Living, and Uncertain Market Conditions.
  • Plus, The Retirement Readiness Scorecard!

This brand new report is available for a limited time only… get your access today!

Click Here Now To Get Access To This New Report

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“When you’re building a business or joining a company, you have to be transparent; you can’t have two sets of information for two sets of people.”

– Howard Schultz

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Demand No More Jargon or Lingo

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When Americans travel overseas the tendency is to talk s-l-o-w-e-r and LOUDER. It’s actually quite humorous to observe, but the results are futile.

When my wife lived in China she quickly realized that taxi drivers would default to nodding yes to English directions, or poorly spoken Chinese. After one long expensive circle around Beijing, she got help from the hotel Concierge who translated her destinations into Chinese.

This allowed her to navigate throughout China with confidence and peace of mind.

Most wealth planning is locked secretly behind legal jargon and financial lingo that leaves people confused or even worse headed to the wrong destination.

The financial and legal industry training is not training advisors to speak English to clients.

Personally, I am now left with regrets because my father did not have a trusted Concierge who could translate his challenges and opportunities into plain English.  Its not too late for you!

Who is your personal Concierge that is putting our biggest opportunities and most dangerous obstacles into plain language you can understand?  This allows you to make informed and confident decisions about the legal and financial solutions that will allow you to have greater confidence, peace of mind, and better results.

Do you know what to look for in a Wealth Planning Concierge? 

Access our new special report to learn more.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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New Special Report Reveals…  

“How To Pay Less In Taxes and Prosper With More Money To Spend In Retirement” 

  • Discover the Three Crucial Elements For Your Retirement Plan To Win In The New Economy.
  • Learn How To Overcome The Five Major Roadblocks To A More Prosperous Future.
  • Avoid The Risks of Higher Taxes, Increase Cost of Living, and Uncertain Market Conditions.
  • Plus, The Retirement Readiness Scorecard!

This brand new report is available for a limited time only… get your access today!

 

Click Here Now To Get Access To This New Report

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“Life is really simple, but we insist on making it complicated.”

– Confucius

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Right Coach, Right Results

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I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence.  They know exactly what they want to accomplish. They are united around a clear plan to win.

Too few people march into retirement with the same level of confidence or a clear plan to win.

In retirement planning you are the owner of the team.  And your most important decision in retirement planning is hiring the right coach who will work with you to put your retirement game plan together so you win with confidence.

Here’s a few of the key elements you should look for in that retirement coach: Help you create and focus on your unique retirement wealth vision and goals more than industry products and solutions. Provides results through a proven process to get results. Personal experience with wealth, which is more important than industry designations. The ability to put complex ideas into simple understandable language.  Lastly, a specialist in solving your biggest concerns.

 Hire the right retirement coach or specialist and your confidence will abound.  Hire the wrong coach or go-it-alone and you run the high risk of losing the retirement game and the money you thought you’d have to spend in retirement.

Where is your confidence level in achieving your most desired retirement future? 

Access our new special report to learn more.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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New Retirement Readiness Special Report Reveals… 

“How To Pay Less In Taxes and Prosper With More Money To Spend In Retirement” 

  • Discover the Three Crucial Elements For Your Retirement Plan To Win In The New Economy.
  • Learn How To Overcome The Five Major Roadblocks To A More Prosperous Future.
  • Avoid The Risks of Higher Taxes, Increase Cost of Living, and Uncertain Market Conditions.
  • Plus, The Retirement Readiness Scorecard!

This brand new report is available for a limited time only… get your access today!

Click Here Now To Get Access To This New Report

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“Coaches who can outline plays on a black board are a dime a dozen. The ones who win get inside their player and motivate.”

– Vince Lombardi

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More Options, Not Less

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What do more options provide you?  More choice. More possibilities. Potential for better outcomes.  We want more options in our cars, our phones and in our business.

Yet most limit their options for protecting, preserving and passing on their wealth in the most economical, tax-efficient and family-friendly way possible by:

  • not dealing with it soon enough
  • limiting the input to their own
  • doing what everyone else does
  • short-term thinking
  • using traditional planning

Exploring and understanding more of the options on the front-end allows you to narrow the options toward the back-end when you are making decisions.

The secret to getting better results is having a better funnel on the front-end for all the options to be sifted through which increases your confidence about the decisions you make later… which leads to better results you can be more confident about.

You know you have made good informed decisions when the result of the decisions give you greater confidence, and sleep at night peace of mind.

Take this quick self-test about your wealth, retirement and future.  On a scale of 1 to 10 with 1 being awake at night worry and 10 being always sleep at night and awake by day peace of mind — What score would you give yourself about how you feel about your present situation?

Scroll down to access our new special report that tells you how you can have greater peace of mind no matter where you’re present situation has you today.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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How to know for sure your retirement dreams will be a reality for YOU and your family… 

“The Three Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most” 

  • Discover the Three Crucial Elements For Your Retirement Plan To Win In The New Economy.
  • Learn How To Overcome The Five Major Roadblocks To A More Prosperous Future.
  • Avoid The Risks of Higher Taxes, Increase Cost of Living, and Uncertain Market Conditions.
  • Plus, The Retirement Readiness Scorecard!

This brand new report is available for a limited time only… get your access today! 

Click Here Now To Get Access To This New Report

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“We are more easily persuaded, in general, by the reasons we ourselves discover than by those which are given to us by others.”

– Blaise Pascal

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