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  Ask us Your Wealth Management Question?                 

   

  We will be answering your question personally. 




We Specialize In Retirement Income Planning for

Boomers Especially Widows and Widowers.


Simple Elegant Wealth Management,   

Feel Free To Give Us a Call                                     


Business Owners, are you thinking about selling your business?

Engineers, ready to call it a day? Perhaps we could be of service.

Call us and let's explore the questions and answers together.


We are and have helped many families go from the working for income stage of life to the I am now free to do what I have always wanted to do phase.  Let us help you with this.


Doing our Best to Make Work Optional For Our Clients. 


We Look forward to hearing your story.


What we do might not be all that interesting, but why we do it is.  


Here's my story.


John J. Checki Jr.    Our Story, 

 

            Financial Planning and Simple and Elegant Wealth Management? What we do doesn't sound all that interesting, yet why we do it, is. How did I become a wealth manager, financial planning, and retirement income planning specialist, for widows and widowers?  It started with a sense of Joy and Humor, to help clients remember how far they have come along in life toward their hopes, dreams and goals. As a very little boy, my father wore suits and ties to work. Thanks to his boss, my mom’s uncle Willie’s murder, dad went from blue suits to a blue collar. His income dropped by 80% overnight and our lives were forever changed. Promised myself, I would help families have the plan and resources to meet and beat the bumps in the road of life. He also was a motivator. I was inspired when my father said to me, “Johnny, I don’t care where you go to school, cause I’m not paying for it.” My dad doing his motivational speaker debut. Must have been the right phrase for me, I have two college degrees and a trio of certificates, more importantly, I went to work to prevent other families from having to tell their children, they could not educate them, nor could they build wealth or financial independence. The mission was on for me.  My parents worked hard, saved, but never did all that well with money. They talked about money (the lack of) and work. Work as in how hard it was, and how they wished it wasn’t that way. The Joy and Humor? Well, kissed my wife good bye on March 15th, 1999, never saw her again. She was killed in a car wreck, while she was driving South on I-35 to see children and grandchildren. We had an estate plan in place, again, the mission was and is on. The Humor? When you are widowed at 51 you can develop perspective on what is and what is not a bad day. Went to Stand-up Comedy Schools to learn how not to step on the laughs. Also, a passion? To help Widows and Widowers grow through the Suddenly Single Experience.

As a little boy, I had dimples lived in a two story, two family house, on the not so amazing part of town, yet had the good luck to meet Mr. Connolly, who was kind enough to live upstairs, and take walks with me after dinner and talk about college, investments, and life in general. He helped me develop my curiosity about the stock market. Corpus Christi Church helped me develop memory skills, and belief in God. Lincoln Grade School, Franklin Jr. High School, and Hasbrouck Heights High School honed my math and speech skills. Newark College of Engineering introduced me to the power of flunking a course, and how to respond to scholastic probation. Decided not to be an engineer, since I could not draw or spell. Sun Chemical helped me learn about long range research and patents. Shop-rite Supermarket introduced me to a stock broker, who helped me open up a brokerage account and I started investing while in high school. Won, lost, and learned about buying and selling stock, saving, taxes, reading and hearing other people stories. TCU taught me writing, speaking, and Economics. The University of Texas Arlington, helped me with my Accounting degree. Wow, what an adventure. Also bought an MGA, fun little car. Still like convertibles especially luxury sports cars. The MGA is long gone. The Passion and Purpose live on daily.

 

When all is said and about to be done, I love to ask the right questions to better understand you, and see if we can work together improving each other’s lives and making life more pleasant and enriching our worlds. Have fun and be well.


      

                                 

                                 John Checki Jr.  

                               CPA CFP® CRC® 

                                  972-437-4089

             

Our Purpose:  

Working with You as, Your Personal Chief Financial Officer.

Wealth Management    =

Investment Consulting + Advanced Planning  + Relationship Management              


                                                                                                                                                                                                                               
 


TCU Frog Club Member, and happy TCU graduate.  Go Frogs!



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