Dear friend,
If this is your first time visiting our website, please take a few minutes to explore our many pages of valuable content. The first step in making any important decision is education.
Get the facts first.
That’s why you’ll find many useful articles in our “press room” we’ve written to help you make wise investment decisions in planning for your financial retirement.
To help you, we’ve also posted many short video clips that you’ll find useful. These clips are taken from our nightly TV program on NBC25’s “Money Matters”.
If you have any questions when you’re reviewing any of the content on our website, then feel free to send us a question by clicking here, or on the page above that says “Contact Us”.
As you look through our website, you might note that we do things a little differently at Retirement Resources. After all, we didn’t get rated as being in the top 7% of financial advisors in the country by doing what everyone else has done.
First and foremost is the way we help our clients. At a time when exceptional customer service is fast becoming a thing of the past – we pride ourselves on offering an unparalleled level of service. In fact, every client is assigned their own personal “concierge financial advisor” to attend to their every financial need. Your calls are returned the very same day by the very same person you were trying to reach. We don’t believe in using call centers, “outsourcing our client service” or using 0800 “no help” numbers.
Individualized, high personal attention is what we give each and every one of our clients. That’s why we can only work with a limited number of clients. Our goal has never been to be the biggest financial advisory firm. Just the best.
Secondly, we treat our clients like family. We are a 100% family owned and operated business. My wife Cherie runs our 3 offices, and my two sons DJ and Jake joined Retirement Resources as financial advisors now 10 years ago.
And lastly, I founded Retirement Resources on 4 core principals that have served our clients very well over the years:
1. Always Do The Right Thing. Biblical principles of honesty and integrity have always guided us. We work hard to give our clients confidence and peace of mind when it comes to investing their retirement assets.
2. We Make A Difference. We sincerely desire to make a big impact for good in our client’s financial lives. We understand that we cannot be all things to all people so we only accept new clients who we believe our services would be a good fit for, and who we know we can help.
3. We Truly Care About People. Just ask any of our clients.
4. We Surround Ourselves With Successful People. We’re a small, highly specialized team and we take a unique team approach to providing our clients with the very best financial advice.
Unfortunately, We Don’t Always Accept New Clients, But Take The Next Step And Let’s See If We’d Be A Good Fit …
We know that we can’t help everyone, and that’s why it’s important for us to understand your financial goals to see if we’d be a good fit to work together. If you’d like to find out more, please call [name] to schedule a 15 minute ‘no obligation confidential chat’, or just fill out the form below and someone from our office will contact you within 1 business day.
Here’s to your happy, prosperous and successful retirement!
Sincerely.
Dave Boike
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