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Why Retirement Resources

Upcoming Client Events

 


Retirement Resources Founder

*David M. Boike, CLU, ChFC, RFC
Chartered Financial Consultant

Dave is a locally well known financial educator, host of NBC25 Money Matters and contributing author of 21st Century Wealth. Every weekday at 6PM, Dave is featured on NBC25 as their Financial Expert. He talks about pertinent, current financial information. For 30 years, Dave has been teaching investors age 55+ how to preserve their assets, increase their income and reduce income taxes.  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 and the National Ethics Bureau.

Dave is a contributing author of 21st Century Wealth, an easy to read book for those already retired or those planning for a financially rewarding retirement.  Dave was also recently featured in Senior Market Advisor magazine for his outstanding service to the senior community. 

Dave is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm.

 

Family/Church
Dave and his wife Cherie are the proud parents of 2 sons and 6 grandchildren.  They are active members at Trinity Baptist Church, where Dave has served on the Deacon’s board for over 10 years.