Simplifying Your Financial Life


  • Live For Today

    Are you worried about the markets? We help you navigate choppy investment waters.

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  • Plan For Tomorrow

    Successful futures don’t just happen. It takes planning to make them happen.

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  • Let Us Help Plan Your future

    Our foundation is built on fostering a long-term and meaningful relationship with you for life.

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  • Multigenerational Legacy

    Have you made a plan for multigenerational legacy? We can help

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Your Goals Come First

Jan G. Valecka may only discuss or transact securities business with residents of the following states: AZ, CA, CO, DC, GA, IL, MA, NY, TX

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

*The editors of D Magazine posted an online ballot avalible to CERTIFIED FINANCIAL PLANNERSTM throughout Dallas/Forth Worth. Once the results were talied and reviewed by a committe of esteemed CERTIFIED FINANCIAL PLANNERSTM, only 85 made the list.

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