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John J. Checki Jr. CPA CFP® CRC® Our Goal is for our service to help you get from the here and now to WOW.
When it comes to enjoying life today while planning for a comfortable tomorrow, knowledgeable monetary decisions coupled with your personal values and dreams are an essential. Let's talk about Wisdom. Whether you need help managing your money for life’s little pleasures now … or seek assistance in planning for your financial future… we’re committed to providing objective insight and planning, and help you with your goals, while taking the steps to reduce risk. We are working with clients to establish a long-term professional advisory relationship. We can assist you in the following areas:
Retirement Income Planning
Succession Planning
Estate Planning Tax Strategies
Insurance Analysis and Planning
Comprehensive Financial Planning
Come in for a Visit
John J. Checki Jr., CPA, CFP®, CRC® You talk. He listens. John believes it takes time to get to know a client and their preferences, but it is time well spent. John listens, really listens, in order to learn about your dreams, your values and your passions. After analyzing your unique situation and circumstances, 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 retirement income planning.
John and his wife, Suzi, reside on two acres of land in
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