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, 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 Dallas, where they enjoy spending time with their two grown children and three 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.

 

 

  

  

 
Calculators

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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Newsletters

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

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