Broker Check

 

John Checki CFP®, CRC®
972-437-4089
2435 N. Central Expressway., Suite 1508, Richardson, TX 75080

Our Purpose:

Working with You as:

Your Personal

Chief Financial Officer                            

Wealth Management 

Advanced Planning 

Relationship Management

                                                                                                                                                                                                                                


Helpful Content

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Succeeding at Business Succession

Succeeding at Business Succession

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

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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."

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

View all articles arrow

What Is My Current Net Worth?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Cost of Procrastination

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

View all videos arrow