Retirement Resources was founded on 4 core principles. Learn how we have rooted our business in these principles to best serve you.
After two years of representing one of the nation’s largest financial services companies, David Boike came to the conclusion that there had to be a better way to help people achieve their financial goals. His desire to make a difference in his clients’ financial lives was hampered by restrictions imposed on him by his employer. He came to realize that he needed to become an independent financial consultant that was free to represent the client instead of a company.
Against the advice of his manager, David stepped out on his own, and, with the help of his wife, Cherie, he founded Boike Financial Services in 1982. As their clientele and business grew, they decided to focus their attention on helping people plan for and prosper in retirement. They changed the firm’s name to Retirement Resources to better display their purpose.
Along the way, David and Cherie’s two sons, DJ and Jake, joined the family business and are now vital to its success.
Our firm was built on four core values:
1. Always Do The Right Thing.
Biblical principles of honesty and integrity have always guided us. We work hard to show our clients they can truly trust us to keep their best interests in mind.
2. Make A Difference.
We sincerely desire to make a big impact for good in our clients’ financial lives. We understand that we cannot be all things to all people, so we only accept new clients that we know we can help.
3. Truly Care About People.
Everybody says they provide great service. At Retirement Resources, “service” is not just a department of our business; it is our business.
4. Surround Ourselves With Successful People.
We believe an individual, team or business is only as strong as its partners. We have assembled a staff of highly talented and committed professionals to help us serve our clients.
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