Our Purpose:

Helping you and your family put your

Financial House In Order.                            

Yes, We give Advice, Help, and Management

Boomer Planning                   Financial Planning

Retirement Income Planning

IRA and 401K Rollovers      Insurance Planning

 



 

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



                                                                                                                                                                                                                               Look forward to seeing you and hearing your story.  My parents worked hard, and saved their money. They taught us to do the same. We learned to invest from our neighbor, Mr. Conley.  I started investing when I was working at Shoprite Supermarket in Hasbrouck Heights, New Jersey. Went to college. Paid for several years of college from investments. Also 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, We would love to begin to understand what you and your family would like to have happen with your future.  Use this site, and, sign up for the newsletter and stay in the loop. Give us a call, the sooner you do, the sooner we can help you define, and pursue your dreams in life. 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. 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 right here in Plano. Our children are grown, and raising families in Houston and now in Plano, 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, he is fully licensed. 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.

 

Helpful Content

Your DNA Test

Your DNA Test

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

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.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Succeeding at Business Succession

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

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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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.

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Rightsizing for Retirement

What does your home really cost?

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Social Security: By the Numbers

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

Events on Wall Street

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

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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