Affluent Analytical Boomer Planning
Retirement Income Planning
IRA and 401K Rollovers
John Checki CPA, CFP®, CRC®
2435 N. Central Expy., Suite 1508, Richardson, TX 75080
Look forward to seeing you and hearing your story. Our Story. My parents worked hard, and saved their money. Being gracious loving parents, they taught us to do the same. We learned to invest from a neighbor, Mr. Conley. Luckily started investing when I was working at Shoprite Supermarket in Hasbrouck Heights, New Jersey. Wow, went to college, that was an adventure, (Newark College of Engineering, then Fairleigh Dickinson University, and TCU). Paid for several years of college from those investments then won a scholarship for my final year at TCU. Wrote novels, climbed mountains, worked and worked. Returned to school attending, the University of Texas at Arlington, and earned my second degree and became a CPA. Had a talent for long range planning in industry, then public practice as a CPA specializing in individual taxation. Then moved on to comprehensive Financial Planning. Loved it and still do.
Let's hear your story and begin to understand what you and your family would like to have happen with your future. If you are ready to talk, call us. If not use the site, and if you would, sign up for the newsletter and stay in the loop. Again, we want to learn about you. Call us and ask for a copy of "The 7 Biggest Mistakes Boomers Make With Their Money."
This Firm is not a CPA firm.
You talk. We listen. What that means to you.
It takes time to get to know you and your concerns. Listening to you and understanding you is what we do. Look forward to hearing about you and your family. We will learn about you, your unique situation, history, values, purpose, and passions in life. After analyzing your situation, let's work with you to set goals, priorities make plans and implement them. Then we review, review and visit.
Love learning about people. Yes, I have extensive financial experience and training, and have a genuine gift for guiding people through the complexities related to their planning, current and future.
We live and work in Plano. Our children are grown, and raising families in Houston and Georgetown, Texas. Five grandchildren enrich our lives. My son J.J. has retired from his Youth Ministry and has joined the practice, as our Registered Office Assistant. We have a passion for life, and keep body, mind and spirit fit and active with continuing education, work, exercise, study, and volunteering. We enjoy community, art, entertaining and traveling. Personally, I have been SCUBA diving since 1962, and enjoy taking pictures both above and underwater.
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