top of page

Retirement Resources President, Dave Boike, Honors Fathers By Providing A Few Basic Financial Tips T

Retirement Resources President and Investment Advisor, Dave Boike, focuses on fathers as the first financial ‘advisors’ children know as fathers can and often do provide important financial guidance.

Auburn Hills, MI — June 27, 2022— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new article post on the company website entitled, “A Father’s Role As Financial Coach.” Mr. Boike makes it abundantly clear how much he loves his role as father and financial guide to others.

Boike writes, “The country just celebrated Father’s Day on June 19th.” He adds, “As a father, grandfather, and a son, I am so deeply honored to pay tribute to my father for all the lessons he taught me about being financially responsible. I have passed the lessons I learned from my father on to my children, and they have passed it along to my grandchildren. In fact,” he states, “as those who know me know, my family is dedicated to the business of helping other families and individuals achieve financial stability in order to live their best lives in retirement.”

As Boike points out, “No matter how long I live, I will always consider financial responsibility to be one of the greatest gifts one can give to themselves and their loved ones.” He continues, “In our society, where we can study and work freely, financial responsibility is one of the easiest things to master. A little bit of discipline combined with a bit of understanding can lead to a life of comfort and financial well-being. “

“In honor of fathers everywhere,” Boike writes, “I offer the following tips to share with your children. You are the first financial advisor your children will have. Plant the seed early enough and your children will enjoy learning even more about becoming financially responsible. They may even like it so much that they make it their life’s work to help others do the same.”

Read the entire article at LINK HERE

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 has taught retirement planning classes at Michigan State Education Center, Wayne State University, and 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.

This content is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources is believed to be reliable but not guaranteed. Past performance is not indicative of future results.

Featured Posts
Recent Posts
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
bottom of page