David Boike CLU, ChFC, RFC

 

Senior Partner and Investment Advisor Representative

 

David is a well known financial educator, author of High Tide and contributing author of 21st Century Wealth.  For over 30years, David has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. David was featured on NBC25 every weeknight at 6PM discussing the daily market wrap up for over 4 years.    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 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 Manager of Michigan.  Only given to the top 7% of advisory firms.

 

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

 

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

 

David and his wife Cherie are the proud parents of 2 sons and 6 grandchildren. 

 

Family/Church

They are active members of Trinity Baptist Church, where David has served on the Deacon’s board for over 10 years.

Get Your Free Chapter!

Request a free chapter of The Ultimate Success Guide from David and DJ Boike! Enter your name and email address below to request your free copy.

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

 

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.