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Valecka Wealth Management

4400 State Hwy 121, Suite 300
Lewisville, TX 75056

Phone:

972-899-1679

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Your Goals Come First

 

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 objective opinions that seek to achieve long term investment results.

Valecka Wealth Management does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.  We will be your personal financial coach with year round financial advice and guidance in managing your investments. We coordinate with your other advisors to help provide a seamless financial plan. This will alleviate the stress of managing your investment assets alone and help free you to do what is important to you.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Life is busy, I know firsthand with teenagers, a husband and two energetic dogs who love walks. I like to spend my down time outside with my family.  What do you enjoy doing?  

Guides readers through estimating a realistic retirement savings target.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Describes convertible bonds and their balance of stability and upside.

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Reviews annual enrollment dates and options for Medicare participants.

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How much Disability Income Insurance do you need?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much do you need to save each year to meet your long-term financial goals?

Will you be able to afford nursing home care?

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