Business Details
Your Trusted Retirement Resource in Auburn Hills, MI
At Retirement Resources, we are an independent financial advisory firm dedicated to empowering individuals to achieve their retirement dreams. With over 30 years of experience, our team of certified professionals provides comprehensive retirement planning through a proprietary process focusing on income, investments, taxes, healthcare, and legacy planning. Guided by core values of integrity and service, we prioritize client needs and have earned recognition as a 5-star Wealth Manager of Michigan for over a decade. Our mission is to transform retirement from mere existence to a fulfilling experience through personalized strategies. 
Services
Income Planning
Investment Strategies
Tax Planning
Healthcare Planning
Legacy Planning
Highlights and features
- We offer 30+ years of specialized retirement planning expertise.
- Our proprietary 5-step planning process ensures comprehensive coverage.
- Team includes ChFC, RFC, and licensed insurance professionals.
- Recognized as Michigan's 5-star Wealth Manager for 10+ years.
- Biblically guided values ensure transparent, client-first service.
Associations and certifications
- SEC Registered Investment Advisors
Services
Income Planning
Our income planning service creates reliable cash flow strategies tailored to retirement needs. We analyze pensions, Social Security, and investment distributions to ensure financial stability while minimizing tax exposure. Clients benefit from customized withdrawal strategies that sustain their desired lifestyle throughout retirement.
Investment Strategies
We develop diversified investment portfolios focused on protection and growth for retirees. Our approach balances risk management with return potential through regular portfolio reviews and adjustments. Clients gain confidence knowing their assets are positioned to withstand market volatility while supporting long-term financial goals.
Tax Planning
Our tax planning service identifies opportunities to reduce retirement tax burdens. We implement strategies like Roth conversions, tax-loss harvesting, and income stream optimization. Clients benefit from legally minimizing tax liabilities while maximizing available resources for their retirement lifestyle.
Healthcare Planning
We address healthcare costs through comprehensive planning that includes Medicare navigation, supplemental insurance evaluation, and long-term care strategies. Our approach prepares clients for medical expenses while protecting assets. Clients gain peace of mind with plans covering potential healthcare needs at various retirement stages.
Legacy Planning
Our legacy planning service ensures clients' wishes are fulfilled through estate documentation and wealth transfer strategies. We coordinate with legal professionals to establish trusts, wills, and beneficiary designations. Clients preserve their financial legacy while minimizing probate challenges for future generations.
People
David Boike
Senior Partner
With 30+ years of experience, David Boike is a ChFC and RFC designation holder who authored 'High Tide' for retiree financial strategies. He leads client education initiatives and has earned industry recognition for excellence in retirement planning.
DJ Boike
Senior Partner
DJ Boike, a Registered Financial Consultant and tax preparer, brings 12+ years of full-time advisory experience. He hosts a weekly financial radio segment and combines teaching expertise with practical retirement solutions for clients.
Dan Chapman
Investment Advisor Representative
Dan Chapman leverages his education and coaching background to simplify retirement planning. With prior experience as an athletics director, he focuses on client education and decision-making support through clear financial communication.
Jake Boike
Chief Operating Officer
Jake Boike manages daily operations while maintaining RFC certification. His dual role ensures procedural excellence and client service quality, combining business administration expertise with hands-on financial planning experience.
Cherie Boike
Executive Assistant
Cherie Boike provides administrative leadership with 40+ years of experience supporting financial practices. Her organizational skills and design expertise contribute to both operational efficiency and client-facing projects within the firm.
Questions
What retirement planning services do you offer?
We provide comprehensive services covering income planning, investment strategies, tax optimization, healthcare planning, and legacy solutions tailored to individual retirement goals.
How do you help clients experience retirement dreams?
Our proprietary 5-step process empowers clients through personalized planning in key retirement areas, transforming financial uncertainty into actionable strategies for fulfilling retirements.
What credentials do your advisors hold?
Our team includes Chartered Financial Consultants (ChFC), Registered Financial Consultants (RFC), licensed insurance agents, and SEC-registered investment advisors with decades of combined experience.
How are planning strategies customized?
We conduct in-depth assessments of financial situations and goals during initial consultations, then create tailored Freedom to Dream Gameplans addressing each client's unique retirement vision.
What areas do you serve?
While based in Auburn Hills, Michigan, we serve clients throughout Michigan with personalized retirement planning solutions meeting regional and individual needs.
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