David Boike Email & Phone Number

David Boike, Founder and Managing Member of Retirement Resources, is a veteran in financial services with nearly three decades of experience. His personal mission is to educate Michigan residents and inspire those close to retirement and already retired to take charge of their financial futures. David’s community education outreach includes co-authoring the book, 21st Century Wealth, an easy to understand guide that clearly explains and deciphers the mystery and confusion often associated with retirement planning. His firm also holds monthly educational training classes, the most recent titled “Take Back Your Retirement.” He is the primary host of NBC 25’s “Money Matters” segment and is a contributing author to Clarkston News. Through his educational initiatives, David hopes to clear up the miscommunication and misinformation that is often present when making financial decisions. He works to ensure that all aspects of a comprehensive retirement plan work together to preserve assets, increase income and reduce taxes, providing the ability to reach financial goals and maintain a standard of living in retirement. Retirement Resources works with clients throughout the Michigan area in Flint, Clarkston, Lake Orion, Saginaw, Genesee & Oakland counties.David is a Chartered Financial Consultant (ChFC®), Registered Financial Consultant (RFC®) Investment Advisor Representative of Retirement Resources, a Registered Investment Advisor, Chartered Life Underwriter (CLU®) and a life and health insurance licensed professional. He holds all required licenses to represent insurance and securities products. He is also a proud member of the International Association of Registered Financial Consultants, the Society of Financial Services Professionals and the National Ethics Bureau. David’s commitment to community and education has been featured as a cover story in Senior Market Advisor, a leading industry magazine, and in the National Ethics Bureau’s monthly newsletter, Ethics Edge.Specialties: * IRA Expert

Listed skills include Investments, Wealth, Securities, Iras, and 38 others.