Retirement Resources President and Investment Advisor, Dave Boike, suggests taking a fresh look at finances during the spring season to make sure financial papers are as tidy as the home front before the lazy hazy days of summer arrive.
Auburn Hills, MI — March 14, 2019— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new blog post on the company website entitled, “Here Comes The Sun And A Free Spring Total Wealth Management Review,” in which Mr. Boike offers a free review for those who schedule a consultation before the end of April.
“Springtime is just around the corner,” writes Boike. He adds, “I can see the dust flying as everyone jumps into spring cleaning mode tidying everything up in order to be free to enjoy the great spring and summer weather. It’s been a long winter and it’s time to freshen the home that’s been closed up and heated.” He emphasizes, “It’s also a primo time to make sure everything is tidy with your insurance, investments and other important financial and legal documents.”
As Boike points out, “You certainly don’t want to wait for an emergency to find out that your papers are no longer valid or that things in your life have changed and your paperwork was not updated to reflect those changes.” He continues, “That can really hold things up if you’re facing a crisis. You don’t want a crisis to burn you in other ways by being unprepared.”
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.
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.