Retirement Resources President and Investment Advisor, Dave Boike takes time on Valentine’s Day to talk about the privilege of being able to develop long-term intimate relationships with his clients that often extend from one generation to the next and shares everyday financial tips for couples and families.
Auburn Hills, MI — February 16, 2020— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, published a new article on the company website entitled, “Our Business Is Long-term Intimate Relationships,” in which Mr. Boike expresses his love of Valentine’s Day.
“As I write this on Valentine’s Day,” says Boike, “I can’t help but think of all the long-term relationships I’ve been privileged to have with the numerous individuals and families who have entrusted me to help with their financial well-being.” He elaborates, “As a financial planner, I am privy to my clients’ major life events. I’ve been to numerous client weddings and weddings of my clients’ children. I’ve helped with wedding plans for adult children and helped with decisions about buying homes, career planning and identifying appropriate retirement communities. I’ve helped adult children care for aging parents, helped clients rebound from divorce, widowhood and other personal losses.” Boike states, “It is without question a wonderful privilege to be an intimate part of so many lives.”
Boike declares, “Because of this relationship, I have a ‘thing’ about Valentine’s Day.” He continues, “Love is the glue that holds families, friends and businesses together. Love is what makes the world go ‘round. So on this special day, in addition to the flowers, the lovely meals, the chocolate and fine champagne, I would like to share a few financial planning tips that express love every day to your Valentine.” He also states, “I am also sharing the values on which our family owned business is founded. If you share the same values, we would love to work with you to help your family establish a strong financial foundation.”
Read the entire article at https://www.theretirementresource.org/single-post/2020/02/14/Our-Business-Is-Long-term-Intimate-Relationships
About Dave Boike
Dave is a well-known financial educator, co-author of The Ultimate Success Guide with Brian Tracy, author of High Tide and contributing author of 21st 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. He has taught Retirement Planning Classes at Michigan State University, Wayne State University and Oakland Community College.
For over 4 years, Dave was featured on NBC25 every weeknight at 6PM, discussing the daily market wrap-up. 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 the most 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. As a strong advocate of education, Dave recently spoke at The Michigan Association of CPA’s and is teaching a class at Oakland Community College.
Dave’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 retirees are facing today 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.
Dave is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm. Every year, since 2011, Retirement Resources has been awarded the 5 Star Wealth Manager of Michigan, which is only given to the top 7% of advisory firms.