Sci-fi book series and movies franchises have always remained popular. According to story lines like the ones featured in The Hunger Games and Divergent series, one day we’ll all be divided into factions, dressed in the same clothes, doing identical tasks, and given the same medicine, no matter what troubles us.
To me, that sounds an awful lot like the way most wealth advisors treat their clients. As though we’re all on an assembly line, they follow the same plan for every affluent person who walks into their office.
That’s crazy! You’re unique, and you deserve a plan that meets your specific goals. So, it’s time to put your current wealth planning to the test. Does your plan speak to your specific and stated objectives (did your planner even ask what those things are)? And does your plan enable you to live the rest of your days anxiety-free about what happens to your assets?
Thankfully, we still live in a society where we get to choose our own clothes—and our own paths. Talk to an advisor who will give you the peace of mind that comes by knowing your legacy is intact. That kind of advisor will provide you with:
Confidence that you’re living with your wealth as you desire.
Hope for where you’re going and for the impact your wealth will have on others.
Peace of mind that you have seized every opportunity.
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.
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.
Leave a Comment