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

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

– Chinese Proverb

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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.


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.


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, 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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Are You Being Asked the Right Questions?

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Are you being asked the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you.

Asking the right questions will lead you down the path to clarity, confidence, and peace of mind.Consider these commonly asked questions:

  1. How much do you want each of your heirs to receive from your estate?
  2. Do you want them to receive the funds outright or in a trust?
  3. Do you want to give all or some of your money to charity?
  4. Would you like to pay the least amount of estate taxes?

Traditional estate planning asks these questions and goes no further.

The problem with these questions is planning becomes no more than a business decision.  So even if you’ve answered these questions … Have you really wrapped up everything that’s important? Not really…For instance, in the context of inheritance, have you been asked:

  • Is the purpose of inheritance to fund opportunity or lifestyle?
  • How might differing amount affect each child differently?

Your wealth is about more than money! If your heart and your emotions are absent from the planning process, something is still missing – opportunities are being missed.

Asking the right questions will lead you into a more meaningful wealth-planning experience and help you realize the full impact your wealth can have on the world around you.

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 Do You Look At Your Wealth? |

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What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies.

No successful business would even consider operating without a thoroughly constructed business plan in place. Successful wealth planning also depends on careful consideration and well-executed strategies—and yet most wealth and estate managers don’t seem to understand this.

So why would you treat your own assets any differently than you would in a business? Just like in business, you need the right plan.

Successful business people have a passion for their business and what they produce. Now imagine how powerful that kind of passion could be if applied to your wealth planning.

Wealth is far more than the figures on your net-worth balance sheet. It starts with passion and involves your life, relationships, and resources.

Know what is passionately important to you about your money and you’ll act strategically. You’ll join passion and excitement with clear thinking and thorough planning.

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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Stop Squandering Your Greatest Resource

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Your time is precious. It’s also your most limited resource, while your abundant resource is money. The question then becomes:

What amount of money would you give for more time to do what matters most to you?

This is not a question asked during traditional planning—but it should be. After all, when it comes to your money, the only one who really knows the LEGACY YOU WANT TO LIVE… is YOU.

Having clarity about what you truly want opens the door to possibilities you may not have realized were available. Good planning engages all three dimensions of wealth into an arrangement that:

·      Gives you pleasure today and protects for tomorrow

·      Makes you enthusiastic for life

·      Keeps you focused on living out your purpose

Ultimately, your planning should give you hope, confidence, and peace of mind that your objectives are being achieved.

Wealth is more than money. Once you realize that, you are one step closer to living your legacy not just leaving one.

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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Three Words for More Options

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You’ve worked hard and now there are outstanding opportunities available to you because you have choices.

Too many don’t take advantage of the choices they have. They squander away their resources because they don’t know the options available or they don’t know how to decide on the right options for their situation.

What’s missing is clarity. And without clarity, the options will only result in indecision and inaction.

Expect deeper, more engaging conversations with a trusted specialist about what you want to do. Most of all, expect more from your self. There are three significant words that will engage your heart and guide your wealth planning: Believe. Listen. Expect.

Believe you are more than the things you possess.

Believe you can do more with the resources you have.

Believe you can achieve the desires of your heart.

Listen to the quiet voice of your heart.

Listen to your spouse and heirs and hear what matters to them.

Listen to the voices of the people in need around you.

Expect more from your planning, and to understand it.

Expect more from your trusted advisors.

Expect to be heard and be understood.

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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This Matters More Than You Think

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Your wealth is more than your money.  In fact money is only a tool to accomplish something that matters… to you!

Because you’re still alive you haven’t totally fulfilled that purpose yet. You have the unique opportunity and the resources to inspire others, particularly your family, and others for greater good in the world.

Do you know the #1 best selling book of all time?  The Bible.  And the second best selling book is Purpose-Driven Life.

Instinctively we know that purpose matters and if we can understand that purpose it is a game changer for how we invest our time, experience, and our money.

Traditional planning avoids conversations about what matters to you and the unique purpose.  Too often it is about the money, which leads to missed opportunities and loss of energy around why you have money.

You have a unique purpose and your wealth is means for you to live out that purpose.  Understanding your unique purpose and picture of the future is THE KEY to unlocking the energy and excitement around why you have beeen blessed with the kind of resources that so many do not have.

You will leave a legacy.Your PURPOSE determines the kind of legacy you will leave.

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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Who is Helping You Make Rain?

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A group of farmers had a struggling crop and didn’t know what else they could do.

They recognized it was a drought, but what could they do about that… They didn’t know anything about rainmaking.

So they went on a quest to find rainmakers.  After investigating several Indian tribes, they heard of one tribe that had 100% rainmaking success.

The leader of the farmers asked the leader of this successful tribe, “What is it that makes your tribe such successful rainmakers?”

The tribal leader answered, “We dance till it rains.”

One obvious point from the story is that persistence pays off.  Maybe a not so obvious point comes from the viewpoint of the farmers.

Most often people think the answer to their challenge is a “what” question… “What is the tool, tactic or strategy I need to overcome my challenge?”

This group of farmers realizing rainmaking was not their specialty, there challenge would be solved not by a “what” question, but by a “WHO” question… “Who is the right person that can lead us forward?”

Challenges in your personal, business, and financial situations are solved BEST not by asking “what”you need to do next, but “WHO” is the best person to lead you forward to your bigger better future.

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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