Broker Check


TCU Graduate and Frog Club Member and Supporter


From Here and Now to WOW®


How To Have Fun and Still Have Money®



       This is our theme and philosophy.                                         

Is Your Money Working as hard for you

as you are for It?


Are your Financial and Estate Plans

The Best You can Have?


Is your Advisor Team available and on top of the ever changing Laws & Landscape?


Over time and with experience and constant research

we have discovered  answers. 


You Ask us Your Wealth Management Question               

   

  We at the firm will be answering your question personally, right here in Richardson.

From Here and Now To WOW®



Yes, we have a wide choice of recommendations available to address and pursue your goals, and we enjoy visiting with our clients regularly so we can focus on what continues to be your hopes, dreams, and goals.

Plus our office has a great view and art collection for your enjoyment.

In these curious times, families face new challenges, this is  part of our process.


Have Fun and Be Well.


Simple Elegant Wealth Management





Are You


1. Making Smart Money Decisions?


2. Working on Relationship Management?


3. How is Advanced Planning Going?


Golly if you would like your Plan of Action Stress Tested, along with making sure you are working with the right team of professionals, give us a call.

We are constantly researching here and across the country for new ideas.


Planning our future is an ongoing process which we enjoy thoroughly and daily.

Best of good fortune to one and all.





Widows and Widowers,                            

I became a widower in 1999, have been through process of

recovery and have helped others with it as well. We attend

workshops and engage consultants who specialize in helping

Widow and Widowers.




Business Owners, many of our clients are Business Owners, we

enjoy helping them with their areas of concern, and consult with

Professional Teams of Advisers to address their questions.




Engineers, Golly we have lots of Engineer clients, and do our

best to help them get the answers they seek. In time, retirement

comes up and we have helped many of them retire successfully.



Simple Elegant Wealth Management,  Equals 


Investment Consulting


Plus


Advanced Planning


Plus


Relationship Management


Feel Free To Give Us a Call                                     




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



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, along with Engineers, and Business Owners (ready to walk off the stage)?  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! Member of The Plano Senior Council, Treasurer of The Plano Senior Council.



Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos arrow