Retirement, Legacy, Boomer Planning John J. Checki Jr. CPA CFP® CRC® This Firm is not a CPA Firm

John J. Checki Jr. CPA CFP® CRC® This Firm is not a CPA Firm

                    

              

Nice To See You

 

 

We specialize in

                    

Understanding You

 

 

Retirement Planning

 

  

Boomer Planning 

 

 

Legacy Planning

 

 

This Firm is not a CPA firm.  

 

 

 

    

 

John J. Checki Jr., CPA, CFP®, CRC®

 

 

You talk. He listens. What that means to you.

It takes time to get to know you and your preferences.  Listening to you and understanding you is time well spent. John listens, really listens, in order to learn about you, your unique situation, history, values, purpose, and passions in life. After analyzing your situation, he works with you to fashion goals, priorities and plans.

 

His love for learning about people combined with extensive financial experience and training lend to his genuine gift for guiding people through the complexities related to their planning.

 

John and his wife, Suzi, live on two acres of land in North Dallas.  Their children are grown, and raising families in Houston and Austin.  Yes, there are four grandchildren.  With a passion for life he keeps his body, mind and spirit fit and active with exercise, study, and volunteering at Watermark Community Church and Lake Hightlands YMCA.  Suzi and John enjoy art, entertaining and traveling. John has been SCUBA diving since his youth in NJ.

 

 

  

  

 

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