top of page

Valecka Wealth Management

4400 State Hwy 121, Suite 300
Lewisville, TX 75056

Phone:

972-899-1679

E-mail:

  • Facebook
  • X
  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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?  

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Describes how Roth accounts can generate tax-free retirement income.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Shows when coverage may still make sense for retirees.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Determine whether you should consider refinancing your mortgage.

Will you be able to afford nursing home care?

How much Disability Income Insurance do you need?

bottom of page