Featured In Bloomberg Businessweek



A feature story about David M. Boike, ChFC and DJ Boike, RFC, Senior Partners at Retirement Resources (http://theretirementresource.org), a Registered Investment Advisory Firm, was recently seen onBloomberg Businessweek as well as the online home pages of major publications such as Yahoo! Finance, The Boston Globe, The Dallas Morning News, Reuters and MarketWatch, among many others. David and DJ were also recently featured in Inc. Magazine as part of a feature called “America’s PremierExperts® Presents: The Next Big Thing,” and USA Today with other leading financial professionals as two “Financial All-Stars.”

In these publications David Boike, DJ Boike and other leading experts from various industries were showcased for their dedication to spreading knowledge and awareness in their field while making significant contributions to their industry and the marketplace as a whole.


Here is what the Inc. Magazine feature had to say about David and DJ Boike:


In a world that is desperately searching for Financial Advisors that can be trusted, Dave and DJ Boike are a breath of fresh air. Together with their advisory team at Retirement Resources, Dave and DJ provide fee-based financial advice to affluent Retirees. The unique strategies that they employ are sought after by both Retirees and other Advisors whom they mentor.


David M. Boike, ChFC is a well known financial educator, author of High Tide and contributing author of 21st Century Wealth.  For over 30 years, David has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. David was featured on NBC25 every weeknight at 6PM discussing the daily market wrap-up for over 4 years. Many area retirees have used David’s advice to enjoy a financially independent retirement.  Dave’s opinion on financial matters has appeared in many financial publications, newspapers, radio, and TV news segments. David and DJ recently signed a deal to do jointly sponsored educational workshops for pre- and post- retirees with WJR 760am Radio, one of the major talk radio stations in the lower Michigan area.


DJ Boike, RFC is a Senior Partner of Retirement Resources and an Investment Advisor Representative. DJ is the former host of The Retirement Resources Show on 1270AM WXYT where every Sunday morning he discussed timely economic and retirement topics critical to a successful retirement.  DJ along with Dave has recently co-authored a book with best selling author Brian Tracy regarding how to plan for a financially successful retirement.  Their latest book titled “The Ultimate Success Guide” reached best-seller status in five Amazon.com categories. Besides holding the designation of Registered Financial Consultant, DJ is also a Certified Tax Preparer, which brings great insight to our clients as they “Tax Plan” in retirement.


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