Who’s On Your Team?

When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on into the rest of our lives. Michael Jordan couldn’t win a championship without a team. Results are bigger and better with a team. And Tiger Woods couldn’t win majors without a coach and a team of advisors.

Little league players know it, “mom and pop” operations know it, and Fortune 500 companies know it—you can trust team members to have your best interests at heart. Even your family is also a kind of team!

Now, let me ask you this: Who is the team member bringing together the legal, financial, tax, business, and retirement opportunities?

Consider the players on your “wealth and retirement team.” Each team member should demonstrate the uniqueness of his or her abilities and have a proven process to deliver the expertise that benefits you. And a specialist who is the right fit for you will deliver a method different from what your other trusted advisors suggest.

A team-oriented specialist can coordinate and bring out the best in your trusted advisors to accomplish your unique desires.

So, when it comes to your wealth, retirement, and your legacy, isn’t it important enough to have a trusted team and specialist on your side?


“Unity is strength… when there is teamwork and collaboration, wonderful things can be achieved.”

-Mattie Stepanek


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