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Simplifying Your Financial Life. Emsp; Client Login. Are you worried about the markets? We help you navigate choppy investment waters so you can sleep at night. Successful futures don’t just happen. It takes planning to make them happen. Let Us Help Plan Your future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Have you made a plan for multigenerational legacy? Jan G Valecka, CFP. Your Goals Come First. 16610 Dallas Pkwy Ste 1250, Dallas, Texas 75248-6805.

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Valecka Wealth Management

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Valecka Wealth Management

Valecka Wealth Management

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ja●@vwmplanning.com

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Valecka Wealth Management

Valecka Wealth Management

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ja●@vwmplanning.com

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Simplifying Your Financial Life. Emsp; Client Login. Are you worried about the markets? We help you navigate choppy investment waters so you can sleep at night. Successful futures don’t just happen. It takes planning to make them happen. Let Us Help Plan Your future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Have you made a plan for multigenerational legacy? Jan G Valecka, CFP. Your Goals Come First. 16610 Dallas Pkwy Ste 1250, Dallas, Texas 75248-6805.

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2 our process

3 strategic partners

4 our services

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6 helpful articles

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Home | Valecka Wealth Management | vwmplanning.com Reviews

https://vwmplanning.com

Simplifying Your Financial Life. Emsp; Client Login. Are you worried about the markets? We help you navigate choppy investment waters so you can sleep at night. Successful futures don’t just happen. It takes planning to make them happen. Let Us Help Plan Your future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Have you made a plan for multigenerational legacy? Jan G Valecka, CFP. Your Goals Come First. 16610 Dallas Pkwy Ste 1250, Dallas, Texas 75248-6805.

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Resources | Valecka Wealth Management

http://www.vwmplanning.com/resources

Simplifying Your Financial Life. Emsp; Client Login. Here are some useful resources to help you:. 2016 IRA and Retirement Plan Limits. New Social Security Claiming Rules. 2015 Retirement Plan Limits. 2015 Retirement Plan Numbers. IRAs vs Roth IRAs. Setting and Targeting Investment Goals. Women and Estate Planning Basics. Key Estate Planning Documents Needed. Health Care Reform.pdf. Record Retention Which Records to Keep? Social Security Strategies for Couples. An Estate Planning Checklist.

2

Biography | Valecka Wealth Management

http://www.vwmplanning.com/our-team

Simplifying Your Financial Life. Emsp; Client Login. Jan G Valecka, CFP. Jan G Valecka, CFP is the owner of Valecka Wealth Management, an independent, boutique wealth and investment management firm. Valecka Wealth Management offers comprehensive financial consulting and investment services to busy professionals and their families. As an independent boutique firm, we are able to offer personal service and a more comfortable environment, to honor the clients we serve. CFP (Certified Financial Planner).

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About | Valecka Wealth Management

http://www.vwmplanning.com/about

Simplifying Your Financial Life. Emsp; Client Login. We are dedicated to providing investment management and strategic wealth planning to women and busy families. Our goal is to simplify your financial life serving as your trusted advisor. As a financial firm, our primary focus is to provide unbiased opinions that seek to achieve long term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. The editors of D Magazine post...

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Our Services | Valecka Wealth Management

http://www.vwmplanning.com/our-services

Simplifying Your Financial Life. Emsp; Client Login. We specialize in the following areas:. Using an eight step advisory process: Discovery, Case development, delivery of personal financial plan, Strategic Partners such as CPAs & Estate Attorneys, Risk analysis and education, Customized investment portfolio with benchmarks, Implementation of plan, Monitor results with annual review. Pension and 401k Rollover Planning and Account management. Financial Services for Women. Planning to protect yourself and l...

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Valecka Wealth Management Philosophy | Valecka Wealth Management

http://www.vwmplanning.com/valecka-wealth-management-philosophy

Simplifying Your Financial Life. Emsp; Client Login. Valecka Wealth Management Philosophy. Valecka Wealth Management Philosophy. We are committed to remain a boutique firm. It is your stage in life, not age that is key in planning each client’s significant life. Simplify your financial life so you can enjoy and live your life. The goal of the long-term investor is pursued by funding and monitoring a financial plan and not reacting to each market move. Asset allocation and rebalancing are key.

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Home | Valecka Wealth Management

Simplifying Your Financial Life. Emsp; Client Login. Are you worried about the markets? We help you navigate choppy investment waters so you can sleep at night. Successful futures don’t just happen. It takes planning to make them happen. Let Us Help Plan Your future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Have you made a plan for multigenerational legacy? Jan G Valecka, CFP. Your Goals Come First. 16610 Dallas Pkwy Ste 1250, Dallas, Texas 75248-6805.

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