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

Do You Know Where You’re Headed?

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If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you got to where you wanted to go? – Only if it matters where you end up, right.

This kind of common sense guides all kinds of good decisions. But for some reason, it fails to guide most wealth and retirement planning. decisions.  This could explain why seven out of ten estate transfers ultimately fail to deliver on desired outcomes.

And less than two out of ten of the failures are due to legal, tax, accounting and improperly drafted estate documents.

Here’s the craziest part – this failure is almost 100% preventable and it impacts retirement lifestyles more than people realize!

The first step and the most overlooked step that is the source of most failure is the lack of clearly known “planning GPS coordinates.”  It’s the clear and precise coordinates that are needed in order to ensure there is absolutely no question that you will lead your deserved retirement lifestyle and create a beneficial legacy for family and causes that matter to you deeply.

Effective wealth and retirement planning is first and foremost about having a clearly defined destination.  Do you have your clearly defined wealth destination written out?

To help you get started, write down the three “must have” retirement results for you, and your family.  Think about it this way, if you didn’t get these three results you’d end up with regrets.

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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“It’s hard to be aggressive when you’re confused.”

– Vince Lombardi

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Turn Dreams in to Reality

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After my father passed away and the smoke cleared from the mess of settling his estate I came to a sobering reality: Most of my father’s dreams for giving back were left unrealized.

Like so many, he had out-grown his legal, tax and financial advisors leaving his dream financial contribution unrealized.  Giving back financially was more important to him than they every came to realize.  (And had they taken the time to get to know just how much giving back of his money and time mattered to him they would have come to that realization).

The unfulfilled dream was compounded now when he passed away by not leaving my mom the clarity, know-how, and financial capacity to continue that dream they both shared.

What a regrettable misuse of desire, money, and potential.  My father had reached the point where the dream could be a reality having the capacity and time to fulfill it but not the right advisors and tools to be able to do it with confidence.

Don’t let your dreams expire without being fulfilled.  With the right mindset and understanding of your resources you really can live out your dreams experiencing the joy of dreams fulfilled, while ensuring your family is taken care of – whatever the dream may be for you.

Right now, write down the one dream you’d do for yourself, family or community if you knew you had the financial capacity to do it… go ahead, write it down. Your dream may be closer to reality than you think.

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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“Enjoy yourself. It’s later than you think.”

– Chinese Proverb

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Focus on What Really Matters

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Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and be the best golfer in the world and what helps Lebron James dominate the court.

It’s also a big part of what helped you become successful and stay successful. And yet when it comes to wealth and retirement planning, few seem to understand that when your focus is off (even just a little) from where it needs to be, it can put your future lifestyle in jeopardy and legacy vulnerable to unnecessary failures. [Read more…]

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The Cost of Bargains

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Deceived by a “Good Deal” 

My father was a car enthusiast.  He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce.  Despite his ability to pay full price, the real excitement for him was in getting a “deal.”

When it came to estate planning, he looked at it through the same lens.  When he couldn’t find a specialist who would speak his language and understand what he really wanted he did what all his friends at the country club did – traditional planning.

In the end he not only didn’t get a good deal – he got problems and was robbed of taking advantage of opportunities during his lifetime.

And our family was left to straighten everything out paying more than three times what he originally spent on his “state of the art” estate plan.  It cost the family and his reputation far more than dollars could calculate.

Had my father known, what our family does now, he would have invested many times more to save on the losses – financial, personal and social – our family experienced and the lifetime opportunities he missed.  He simply didn’t know he had a choice.

You DO have a choice.  Most estate-transfer failures – even to a spouse – is NOT due to improperly prepared legal documents.  Ninety-seven percent of failures is due to broken trust, closed lines of communication, lack of a clear wealth vision, and not having a fully-integrated legal and financial plan.

Contrary to what you are told, failure is more likely when individuals and families follow the traditional financial and estate-planning process.  Don’t look for the “deal” in your planning… seek out a specialist who has a process that goes far beyond traditional planning.

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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DID YOU GET ACCESS TO THIS NEW SPECIAL REPORT?

“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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“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well.”

– Alan Greenspan

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Avoid Unnecessary Costs

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Count the Costs… Beat the Odds 

What is failure? When it comes to people who have accumulated assets for retirement (wealth), one part of the definition of failure would include “the involuntary loss of control of assets.”

Once you’ve worked your whole life to achieve financial independence you have the option to make it last for generations; and yet, the odds are stacked against you in passing on wealth to future generations, ultimately resulting in “failure” in this sense of passing on wealth – money and beyond the money.

Joe Robbie was the owner of the Miami Dolphins and the stadium they played in that held his name, The Joe Robbie Stadium. After his death, the family was forced to sell assets, including the team and stadium, to pay the tax, which was due within nine months of his passing.  The cost was $47 million.

Beyond the money was the bigger cost that was unintentionally passed down with the tax bill… His son was reported in the news saying, “My dad’s planning was so bad that it couldn’t lead to anything other than causing friction between my sister and me.”

Dade County Circuit Court Judge Ronald Friedman added, “As much as Mr. Robbie produced for his children, I’m sure he’s turning over in his grave.”  A black eye to a well respected man’s reputation and his family.

This tragic and all too common story for people worth one hundred million to even one million is the three types of costs of failure in planning: First, there are taxes and fees upon death, that few people are aware, creating losses on their money; second (and more disturbing) the lack of integrated planning that leads to the breakdown of family and tarnished reputation; and lastly (and most disappointing), the cost of missing out on lifetime opportunities of being able to use wealth to live out and achieve dreams.

Know the costs – in lifetime and at death – related to ALL your assets and hire a specialist who has a proven process for creating an integrated plan that removes the costs so you can enjoy a lifetime and legacy of fulfilled dreams for you and your family.

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 ACCESS THIS NEW SPECIAL REPORT…

“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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How To Get Unstuck

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“Do you control your business or does your business control you?”

That’s a great question whether you’re an entrepreneur or executive.

Freedom comes as a result of controlling your business or career in a way that keeps you excited about going to work each day.  Or your freedom might come from selling the business or retiring early.

You might be thinking, “There is no way to walk away from the work I’ve spent my life building… It is the only thing I know.”

That is the challenge, but that prompts me to ask: How do you get a dog to let go of a dry bone?  The answer is give it a bone with meat on it.”

Your bigger “wealth purpose” is the bone with meat on it.

In discovering your wealth purpose, it may result in keeping you in your work, but doing it differently, or you may realize a bigger opportunity outside of your work completely.

Either way, freedom will only come once you understand very clearly your bigger wealth purpose.

Do you have this wealth purpose written down in black and white?  Is your money aligned with your purpose affording you the freedom to be energized about getting up every day?

You can afford to do this, but you can’t afford to wait.

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.

—————————————————————-

SOON TO BE RELEASED REPORT…

“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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“Beware lest you lose the substance by grasping at the shadow.”

– Aesop

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Want to know more right now?

Go to, www.WealthWithNoRegrets.com to get a copy of Barry H Spencer’s highly-rated book, The Secret of Wealth With No Regrets.

Learn to enjoy your wealth doing what matters to you most.

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The Law of Diminishing Return

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The Law of Diminishing Return in essence states that too much of something (even a good thing) will eventually lead to reduced production.  Something we recognize more easily in others than we do in ourselves.

Over the years, I’ve met with too many business owners who reach a point in their businesses where they can say, “I’ve met and exceeded my dreams.”

And yet they keep on, even though the desire for the business is gone.  Why do they do it?

Sammy is a successful business owner who could have sold his business years previously.  But during our personal wealth planning process, he discovered he could better fulfill his purpose by keeping the business going… so he could give more money away to people and causes that he really cared about.

His business ended up serving his philanthropic purpose – but he needed to run it in a different way by hiring someone to oversee operations so he was free to mentor people and give much of the profits away.

What is your burning reason to keep going forward in your business?  If you’re not still enjoying it, your blessing has probably become a burden – and you’ve reached the point of diminishing return.

Sammy reached the point where he had enough for himself, was giving to his family as he desired but still had a surplus of wealth.  That surplus was going to go to the government or he could give it to causes he cared about.

When he was shown he had a choice and discovered his unique wealth purpose he was energized to make a difference as only he could do.

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.

—————————————————————-

SOON TO BE RELEASED REPORT…

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

Learn how to: Assess your current retirement preparedness; Know whether you are positioned best for future uncertainties; Clarify whether or not you have enough money to carry you through ALL your retirement years.

Click Here Now To Get Access To This New Report

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“The purpose of human life is to serve, and to show compassion and the will to help others.”

– Albert Schweitzer

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Want to know more right now?

Go to, www.WealthWithNoRegrets.com to get a copy of Barry H Spencer’s highly-rated book, The Secret of Wealth With No Regrets.

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When Success Leads to More 

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You may not feel wealthy but you are successful.

From a money standpoint, once you have accumulated over one million dollars in net worth you are among the three out of one hundred Americans who have achieved such financial success.

Being in this exclusive group of Americans was not a mistake and didn’t happen by accident… your have a bigger purpose.

To make that success count for something bigger you must shift your thinking from success to significance.

The fundamental ingredient to doing this is to create a shift in purpose from success purpose to significance purpose.

Here’s how you begin to make this shift in purpose.

Beyond the balance sheet identify one thing you can give back of your time, talent or experience to your family, the industry you’ve worked in and the community in which you live.  Write it down.

The answer is usually found in a career turning point or pivotal life lesson (often a difficult one).  This then points to the one thing you have to uniquely give back to those around you.

Your success and the money it has provided to you is the resource that allows you the freedom to live out this significance purpose.

Write down the one to three money components holding your back… Does it have have to do with your lifestyle – cash flow needs, having enough in retirement, costs to staying healthy, uncertainty of investment returns.  Or maybe it has to do with your legacy – how much money you can give to family and charity and still be okay.

Decide TODAY to discover and live your unique Significance Purpose.

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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Get answers to your questions about Retirement and Taxes… 

Soon to be released FREE special report: The 3 Simple Steps To Master Your Retirement Planning And How To Avoid Running Out of Money When You Need It Most.

To request this brand new report send an email to [email protected] or call 678-278-9632. 

Get your questions answered about your retirement plans…

Email [email protected] and put in the subject line “NEW REPORT” to receive your FREE copy of this report.

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The purpose of human life is to serve, and to show compassion and the will to help others.

– Albert Schweitzer

—————————————————————-

Want to know more right now?

Go to, www.WealthWithNoRegrets.com to get a copy of Barry H Spencer’s highly-rated book, The Secret of Wealth With No Regrets.

Learn to enjoy your wealth doing what matters to you most.

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Your Next Financial Move

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Jim is at a crossroad.  After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer:

How can I be sure I don’t miss my big payday?

Once I sell my business, what do I do with my time?

In other words, after all the success… What now?

Things are just more complicated than they used to be.  Starting out things were as simple as make enough money to survive then plan to sustain that success.  Though simple, there was clarity about what success looked like and a plan to make it happen.  Now that you have success it’s different.

You still need a plan – but now it’s a different kind.  What’s needed is a plan for your life and wealth.

It was a vision of the future, a mission to guide and a set of goals that drove your career success.  Its the same pieces that guided your success that are needed to direct your significant future now that you’ve achieved success.

And it really does begin with purpose… having a written list of what’s important to you.  “Not knowing” your unique wealth purpose isn’t the same as “not having” a significant wealth purpose.

Right now, write down three things that are fundamentally important to you about having money.

Your next move is to share those things with someone close to you – maybe a spouse, close friend or trusted advisor.

The most effective conversation you can have with a specialist about your wealth opportunities is to help you clarify what is most important to you.  To have conversations about the things that energize you to make a mark of significance on the people that matter to you most.

Who is helping you get greater clarity about what is most important to you about having money and the opportunities available for achieving what you want?

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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What Would You Enjoy Giving?

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Noblesse Oblige 

This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at the time with an abundance of financial means and it assumed an individual had the responsibility to lead others.

In English, the term carries a broader meaning: Those who are capable of helping others have a duty to do so – and that usually means with money.

The missionary martyr James Elliot said, “He is no fool who gives what he cannot keep, to gain that which he cannot lose.”  When helping others the giver receives more than the giver – something that cannot be lost.

Assuming you knew you had enough for yourself and your family: What would you do for others? What cause would you apply your talents and exeprience?  What organizations would you support financially?

Let your imagination run wild about the dozens, if not hundreds of lives, who could be changed because you put your resources to work… Your wealth beyond the money working for the benefit of others.

It is the ultimate vision of your wealth responsibility brought to life!

Decide TODAY to Be More, Live More, Give More, and Do More… ENJOY your wealth and your life as you always hoped.  Don’t wait.

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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