Do You Treat Your Wealth Like a Strategic Business?

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.


“Wealth is the ability to fully experience life.”

-Henry David Thoreau


Boomfish Wealth Group, LLC, DBA Wealth With No Regrets®, is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Content should not be viewed as personalized investment type of advice. All investment strategies have the potential for profit or loss. Tax, legal, and estate planning information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither Boomfish Wealth Group, LLC, nor Wealth With No Regrets® is engaged in the practice of law or accounting.  We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions. It is important that you do not use this information to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed.

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