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  What Is Your How to Have Fun and Still Have Money Question?                 

    We will be answering your question personally. 

                                         Simple and Elegant Wealth Management.

Plan, Invest, Retire and Have Fun Doing It.

                                 

                                 John Checki Jr.  

                               CPA CFP® CRC® 

                                  972-437-4089

                       





We are here for your personal investment consulting and have our wealth management process outlined right below our purpose.

Look forward to hearing from you.


Our Purpose:  

Working with You as, Your Personal Chief Financial Officer.                    


Wealth Management = 

Investment Consulting + 

Advanced Planning      + 

Relationship Management

                                                                                                                                                                                                                               
 


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Global and International Funds

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Recent changes in estate tax laws could affect the strategy you have in place.

Should You Ever Retire?

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