2435 N. Central Expy.
Suite 1508
Richardson, TX 75080

John Checki

(972) 437-4089

 
A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon What Smart Investors Know

Affluent Analytical Boomer Planning

Financial Planning

Retirement Income Planning

Boomer Planning

IRA and 401K Rollovers



John Checki CPA, CFP®, CRC®
972-437-4089
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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Charitable Giving: Smart from the Heart

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Long-Term-Care Protection Strategies

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Investment Strategies for Retirement

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Should You Tap Retirement Savings to Fund College?

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What does your home really cost?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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