John J. Checki

John J. Checki

John J Checki Jr. CPA CFP CRC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: Registered Principal

Offering advice since: 1976

Areas of focus:

  • Annuities
  • Business planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Tax Planning

Further information about John J. Checki:

*** Please note: This firm is not a CPA Firm. ***

John Checki is a CERTIFIED FINANCIAL PLANNER TM, Certified Retirement Counselor who has a passion for helping clients discover, pursue, and live their dreams. His firm specializes in simplifying retirement income planning. Securities are offered through Securities America Inc., member FINRA and SIPC.

For the past twenty years he has used comprehensive financial planning to listen and learn about his clients, then helps clients make decisions which will help them achieve their goals. We listen and learn about our clients as they define their dreams, then we help them realize the dreams.

Born in NJ, moved to Texas for college. Now lives on two acres of land in Dallas. Loves listening and learning about people, traveling, scuba diving, photography, and life. John Checki is a graduate of Texas Christian University and The University of Texas Arlington with degrees in Economics and Accounting. He is married has two grown children, three grandchildren and a passion for life and learning.

*** Please note: This firm is not a CPA Firm. ***

Compensation and Fee Structures:

Fees and Commissions.

Licenses, Certifications & Affiliations:

* Certified Financial Planner(TM) professional
* Certified Retirement Counselor

Education:

BA in Economics, TexasChristianUniversity
BBA in Accounting, University of Texas, Arlington

Will provide references upon request?

Yes


Further information about John J Checki Jr. CPA CFP CRC:

(Size of firm: 0-9 advisors)

Comprehensive Financial Planning and Retirement Income Planning, along with Estate, Tax, and Life Planning.

The purpose of our firm is to take you from the here and now to WOW. We strive to put the Joy back in your life by helping you rediscover your dreams and make plans to pursue, and live your dreams.

Securities offered through Securities America, Inc. Member FINRA/SIPC, John Checki,Registered Principal Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor, John Checki, Investment Advisor Representative.

Representative is licensed to discuss and/or sell securities in the following states : CA, CO, TX, MI. Representative is licensed to discuss and/or sell insurance in the following state: TX


Contact Information for John J. Checki

Phone: (972) 437-4089
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Address for John J. Checki:
Suite 201
701 E. 15th Street
Plano, TX, 75074

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