Five Star award winner Dave Boike, CLU®, ChFC®, RFC®

PROFESSIONAL PROFILE

Contact Me

Dave Boike, CLU^®, ChFC^®, RFC^®

President

Retirement Resources

1625 N Opdyke Rd

Auburn Hills, MI 48326

Office: 877-732-5751

dave@theretirementresource.org
www.theretirementresource.org

Professional Approach

Dave Boike CLU®, ChFC®, RFC®

President and Investment Advisor Representative

Dave is a well known financial educator, 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. Dave was featured on NBC 25 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 and his team take great pride in being Fiduciary Advisors who represent clients back to the financial industry!

Dave 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 and the Society of Financial Service Professionals. Every year since 2011, Dave has been awarded the Detroit Five Star Wealth Manager award. Only the top 7% of advisory firms qualify for the award. Dave teaches Retirement Planning Classes at various colleges, including MSU Education Center, Wayne State University and Oakland Community College. He was a key note speaker at the Michigan Association of CPA's Annual Conference.

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 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.

Dave 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.

Dave is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm. Retirement Resources has been rated A+ for many years by The Better Business Bureau.

Family/Church

Dave and his wife Cherie are the proud parents of two sons and six grandchildren.

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

Our Story

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.

See Accomplishments

This award was issued on 05/01/2023 by Five Star Professional (FSP) for the time period 09/05/2022 through 03/03/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,550 Detroit-area wealth managers were considered for the award; 312 (9% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 274, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12.

Click to access BrokerCheck

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.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.