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

    We will be answering your question personally. 

Simple Elegant Wealth Management

Plan, Invest, Retire 

and Have Fun With It.

Doing our Best to Make Work

Optional For Our Clients. 


      

                                 

                                 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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