John J. Checki Jr. CPA CFP® CRC®

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, while helping you with your goals, and doing our best to  take 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

 

Boomer Retirement 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 Dallas.  Their children are grown, and raising families in Houston and Austin.  Yes, there are four grandchildren.  With an endless passion for life he keeps his body, mind and spirit fit doing Yoga, dancing, weight lifting, golfing, scuba diving and traveling.

 

 

  

  

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Accumulation

Estimate the future value of your current savings.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

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