Retirement Resources President, Dave Boike, Celebrates His Firm’s 40 Year Anniversary And Writes Abo
Retirement Resources President and Investment Advisor, Dave Boike shares the values on which Retirement Resources was founded and from which the firm has not deviated in their 40-year history.
Auburn Hills, MI — February 15, 2022— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, published a new article on the company website entitled, “We’re Celebrating 40 Years Of Helping Clients Achieve Their Financial Goals.” Mr. Boike’s article is almost a love letter to his clients.
“40 years!” Exclaims Boike, adding, “My goodness, it’s hard to believe we launched Retirement Resources that long ago. Sometimes it feels like yesterday!” He elaborates, “That’s because we love what we do so much that time just flies by. Helping our clients establish and achieve their financial goals is truly a labor of love and has been since we opened our doors back in 1982.” “Today,” writes Boike, “both of my sons work together with me and my wife. The whole family feels the love, joy and privilege that comes as a result of helping our clients.”
Boike states, “In honor of Valentine’s Day, I’m sharing the original core values upon which we built Retirement Resources and from which we have never deviated.” He continues, “These values guide us in all we do. They have inspired us and have been the reason we have not only helped our clients achieve their goals, but in many cases far exceed their goals and expectations. They have certainly helped us exceed our wildest expectations too!”
Read the entire article at LINK HERE
About Dave Boike
Dave is a well-known financial educator, co-author of The Ultimate Success Guide with Brian Tracy, author of High Tide and contributing author of 21st Century Wealth. For over 30 years, Dave has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. He has taught Retirement Planning Classes at Michigan State University, Wayne State University and Oakland Community College.
For over 4 years, Dave was featured on NBC25 every weeknight at 6PM, discussing the daily market wrap-up. Many area retirees have used Dave’s advice to enjoy a financially independent retirement.
Dave is a Chartered Financial Consultant, a designation awarded only to the most experienced advisors who have completed a 10-course program of study, through the American College in Pennsylvania, focusing on Tax, Investment, Risk Management, Retirement and Estate Planning. He is an approved Member of the International Association of Registered Financial Planners, the Society of Financial Service Professionals. As a strong advocate of education, Dave recently spoke at The Michigan Association of CPA’s and is teaching a class at Oakland Community College.
Dave’s latest book, High Tide, A Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming Storm, talks specifically on the important challenges retirees are facing today and some new cutting-edge solutions to address those challenges. He teaches you in this easy-to-read book how to take the steps necessary to achieve your successful retirement.
Dave is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm. Every year, since 2011, Retirement Resources has been awarded the 5 Star Wealth Manager of Michigan, which is only given to the top 7% of advisory firms.
Retirement Resources has been rated A+ Excellent by the Better Business Bureau for many years.