John J. Checki Jr. CPA CFP® CRC®
Nice To See You!
We specialize in
Listening to You & Understanding You
Tax-Advantage Retirement Income
Tax Strategy Planning
This Firm is not a CPA firm.
You talk. He listens. What that means to you.
It takes time to get to know you and your preferences. Listening to you and understanding you is time well spent. John listens, really listens, in order to learn about you, your unique situation, history, values, purpose, and passions in life. After analyzing your situation, he works with you to fashion goals, priorities and plans.
His love for learning about people combined with extensive financial experience and training lend to his genuine gift for guiding people through the complexities related to their planning.
John and his wife, Suzi, live and work in Plano. Their children are grown, and raising families in Houston and Austin. Five grandchildren enrich our lives. With a passion for life he keeps his body, mind and spirit fit and active with continuing education, work, exercise, study, and volunteering. Suzi and John enjoy community, art, entertaining and traveling. John has been SCUBA diving since his youth in NJ, and enjoys taking pictures both above and underwater.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
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Learn more about taxes, tax-favored investing, and tax strategies.
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This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.