Retirement Resources

Specialties

David and DJ Boike – Senior Partners of Retirement Resources, a fee based registered investment advisory firm – bring years of coaching expertise to their roles as financial consultants to hundreds of retirees.

History

Established in 1982.

David and DJ Boike, father and son Senior Partners of Retirement Resources, bring years of actual hands on team coaching expertise to their roles as consultants for hundreds of retirees from their home base of Southern Michigan and throughout the United States.

With offices in Flint and Auburn Hills, Retirement Resources currently has 12 employees, including five full time advisors servicing approximately 1000 clients — with each advisor working at any given time with a manageable clientele of 100 – 200, allowing for the kind of personal service that huge brokerages with their thousands of clients per advisor, cannot. Clients are between 60 – 75 years of age, either retired of within a few years of retirement, with a typical minimum under management of $ 250,000.

Retirement Resources was built on four core values: Always Do The Right Thing, Make A Difference, Truly Care About People, Surround Ourselves with Successful People.

Meet the Business Owner

David B.

Business Owner

Dave is a well known financial educator, author of High Tide and contributing author of 21^st 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. Dave is was featured on NBC25 every week night at 6PM discussing the daily market wrap up for over 4 years. 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 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. For 2011 and 2012 Retirement Resources was awarded the 5 Star Wealth M