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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

                                                                                                                                                                                                                               
 


Helpful Content

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

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

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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