Retirement Resources, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Retirement Resources, LLC provides financial planning and ongoing asset management to individual clients, with a stated specialization in retirement income planning. The firm operates as a small advisory team managing roughly $166 million in client assets and offers comprehensive and modular written plans, consultations, and portfolio management services.
Investment advice is delivered through discretionary portfolio management on custodial accounts maintained at Fidelity, with continuous monitoring, asset allocation and the option to engage unaffiliated sub‑advisers. The firm uses a mix of fundamental, technical and charting analysis and implements both long‑ and short‑term strategies, while commonly bundling ongoing planning and consulting for clients who elect asset management.
Relatively uncommon among similar team firms, Retirement Resources routinely issues a weekly educational newsletter (emailed and occasionally mailed) and conducts free workshops for current and prospective clients. It also relies on third‑party service providers for fee calculation and billing (AssetMark) and discloses that some representatives hold insurance licenses and may receive commissions for insurance sales separate from advisory fees.
Client services
Expertise
Fee options
1.00% annually (negotiable)
Insurance commissions received by some representatives when selling insurance products
$200 per hour for consultation services for non-asset management clients
Minimum fee: $1,500 minimum fee for financial planning services; $500 minimum fee for multiple meeting consultation services Fee-only: Financial planning fees charged separately for non-asset management clients from $1,500 to $10,000; hourly consulting fees $200/hour
Main office
1625 N Opdyke Rd
Auburn Hills MI 48326
Advisors at this office
4
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David B
ChFC®, Series 63
Auburn Hills, MI
Retirement Resources, LLC
David Boike is a financial advisor at Retirement Resources, LLC with 16 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Retirement Resources in 2009, he worked at Global Financial Private Capital, LLC. In addition to his advisory role, he is also an independent insurance agent. Retirement Resources, LLC specializes in retirement income planning and provides financial planning and asset management services to individual clients. The firm manages approximately $166 million in client assets and offers discretionary portfolio management with a combination of fundamental, technical, and charting analysis.
Daniel C
Series 65
Auburn Hills, MI
Retirement Resources, LLC
Daniel Chapman Jr. is a financial advisor at Retirement Resources, LLC in Auburn Hills, MI, holding a Series 65 designation with 14 years of industry experience. He has been with Retirement Resources since 2011. Retirement Resources, LLC provides financial planning and ongoing asset management focused on retirement income planning for individual clients. The firm offers discretionary portfolio management using a mix of fundamental, technical, and charting analysis, along with educational newsletters and free workshops.
Jacob C
Series 65
Auburn Hills, MI
Retirement Resources, LLC
Jacob Corey is a financial advisor at Retirement Resources, LLC with a Series 65 designation and two years of industry experience. He has previously worked at State Farm and Chase Bank. Retirement Resources, LLC provides financial planning and asset management services focused on retirement income planning, managing approximately $166 million in client assets through discretionary portfolio management and a combination of fundamental, technical, and charting analyses. The firm also offers educational newsletters and free workshops to clients and prospects.
David B
Series 65
Auburn Hills, MI
Retirement Resources, LLC
David Boike is a Series 65 licensed financial advisor with 16 years of industry experience, currently serving at Retirement Resources, LLC since 2009. He previously worked at Global Financial Private Capital, LLC for one year. In addition to his advisory role, he is a licensed insurance agent, allocating about 20% of his time to this activity. Retirement Resources, LLC is a small advisory team specializing in retirement income planning, providing financial planning and asset management services to individual clients. The firm employs a combination of fundamental, technical, and charting analysis in discretionary portfolio management and offers educational newsletters and free workshops.
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