Investment Advisory Services provided by Boomfish Wealth Group, LLC a Registered Investment Advisor. 12600 Deerfield Parkway, Suite 475, Alpharetta, Georgia, 30004. Barry Spencer and Scott Noble are the creators of The Wealth With No Regrets® Planning process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a
custom tailored financial plan, income plan, tax plan, legacy plan and legal plan. As registered investment advisors of Boomfish Wealth Group, LLC (the company they founded together in 2010, that began coming together years before), we act in the best interests of our clients as fiduciaries for the clients we get the opportunity to serve. We share a common belief that for most individuals, couples, and families with retirement savings of a half-a-million dollars or more, that there is a way to live more financially confident, with greater peace of mind, while also enjoying the financial freedom desired. While someone only retires once, we design custom tailored retirements every day, and then keep those plans on track throughout retirement. Services: Financial Planning, Retirement Income Planning, Investment Planning, Tax Planning, Legacy Planning, Wealth Management, Charitable Giving
Boomfish Wealth Group, LLC, does not endorse any communications posted by third parties on this page, not does it encourage any such parties to post on its behalf. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation. Insurance product guarantees are subject to the financial strength and claims‐paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Boomfish Wealth Group, LLC, is not affiliated with the U.S. government or a governmental agency. These advertisements have not been approved, endorsed, or authorized by the Social Security Administration.
