Retirement Resources President and Investment Advisor, Dave Boike, uses our country’s recently celebrated Independence Day to inspire all Americans to strive for a personal financial Independence Day.

Auburn Hills, MI — July 07, 2021— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new blog post on the company website entitled, Establish Your Personal Financial Independence Day.” Mr. Boike encourages having a solid workable plan in order to achieve the dream of financial independence.

“Each year,” writes Boike, “we Americans celebrate our independence won from England. We just celebrated this traditional American holiday,” he states adding, “and I am always so grateful that I live in the land of the free and the home of the brave.”

“As a retirement and income financial planner,” says Boike, “I often wonder how many people plan for and work toward their personal day of financial independence. When you live in a country that allows so many personal freedoms, everyone has the ability to work toward financial independence. I consider this activity as one of the greatest privileges.”

Boke writes, “I encourage my clients to establish a personal financial independence date and many of them have achieved their goals and celebrate the date of that achievement annually.” He continues, Despite the ups and downs of the market and economic crises that affect the entire country and the world such as the global COVID-19 pandemic, personal financial independence is achievable. But it takes having a plan – a good, solid workable plan that one sticks to as closely as possible.”

Read the entire blog post 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 has taught retirement planning classes at Michigan State Education Center, Wayne State University, and 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.

This content is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources is believed to be reliable but not guaranteed. Past performance is not indicative of future results.