Retirement Resources President, David Boike, Wins 2018 Five Star Wealth Manager Award
Auburn Hills, MI – July 23, 2018 – David Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, receives the 2018 Five Star Wealth Manager Award by Five Star Professional. The award recognizes service professionals who exceed expectations. Boike has earned this award six consecutive years by demonstrating a never-ending commitment to his clients.
Boike states, “There are a lot of advisors out there that people could turn to for wealth management advice. To me it is quite an honor to be recognized as a Five Star Wealth Manger for meeting and exceeding client expectations.”
Five Star Professional recognized David Boike, along with other outstanding Detroit wealth mangers, in the June issue of HOUR Detroit. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria that are associated with wealth managers who provide quality services to their clients. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals and dentists in more than 45 markets in the U.S. and Canada.
About David Boike
David 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, David has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. For over 4 years, David was featured on NBC25 every weeknight at 6PM, discussing the daily market wrap-up. Many area retirees have used David’s advice to enjoy a financially independent retirement.
David 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, David recently spoke at The Michigan Association of CPA’s and is teaching a class at Oakland Community College.
David’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.
David 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.
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