How We're Different
Years of experience have prepared us to guide you through life's transitions.
Our Mission & Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Finally, a Book That Answers Your Financial Questions!
Retirement goals are different for everyone. Some may wish to educate their children, while others wish to buy a cabin in the woods to hide from their children. Whether it is a yearly vacation with the grandkids or sending your only grandchild to band camp, there are as many unique plans as there are people in this world.
Of course the first goal should be to retire without the fear of running out of money. To do this you must have a good plan in place before you retire, and that means you need to make smart money decisions!
What are the decisions to be made, and how do you make these smart decisions?
Who We Are.
Our team of professionals has decades of experience in financial services. We can help you address your needs of today and for many years to come.
We look forward to working with you.
Discover Hidden Opportunities.
We have a wide variety of options available to address and help you pursue your objectives, and we enjoy visiting with our clients regularly so we can focus on what continues to be your hopes, dreams and goals.
We'll work hand-in-hand with you to explore what options might be beneficial, and determine which ones fit within your unique strategy.
Have Fun and Be Well.
From Here and Now to WOW®
Simple Elegant Wealth Management consists of
Investment Consulting
plus
Advanced Planning Strategies
plus
Personal, Long-Term Relationships
Feel free to give us a call. We'd love to chat with you about the benefits of Checki Financial, and we can explore the questions and answers together!