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David Boike

Retirement Resorces
Financial Planning

Contact Information:

2633 S. Lapeer Rd
Lake Orion, MI 48360
United States

Years in Business:

 

30

Clients I'm Seeking:

 

Successful Investors who are in or near retirement. We typically only work with individuals that have $250,000+ in assets.

About My Business:

 

Dave is a locally well-known financial educator, host of NBC 25’s ‘Money Matters’ and contributing author of ‘21st Century Wealth’. He is featured on NBC 25 every weekday at 6 p.m. Dave’s goal on ‘Money Matters’ is to discuss pertinent, current, and helpful financial information. For 28 years, Dave has been teaching investors how to preserve their assets, increase their income, and reduce income taxes. Many local-area retirees have used Dave’s advice to enjoy a financially independent retirement. Dave also serves as 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. In addition, he is an approved member of the International Association of Registered Financial Planners, and the Society of Financial Service Professionals. Dave is also 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 was also recently featured in ‘Senior Market Advisor’ magazine for his outstanding service to the community. Dave serves as the Founder & President of a firm dedicated to helping people save taxes, preserve assets, and enjoy a more financially stable retirement. Dave and his wife, Cherie, are the proud parents of 2 sons and 6 grandchildren. They are active members of a church, where he has served on the Deacon’s board for over 10 years. In his free time, Dave enjoys playing basketball, going up north, reading, meeting new people, spending time with family and friends, and traveling.

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