Qualifications

John Czajkowski, pronounced like (and related to!) the Russian composer, Tchaikovsky, is passionate about helping successful people maintain a lifestyle of abundance as they define it. 

As a Certified Financial Planner™ practitioner and past Board of Directors member of his local Financial Planning Association, John has the depth of knowledge and experience to work with professionals in other disciplines to be able to assist chosen individuals with their most complex problems.  Over 30 years of financial management, John has developed a specialty of private wealth management focused on providing reliable income for retirees and tax-efficient transfer of wealth to one’s heirs.  

Solid Midwest values remain important to John.  Objectivity, integrity, and a relentless focus on the best interests of his people are at the heart of everything he does; both professionally, in impacting his select clients’ challenges in life, and personally, as a former Board of Directors member of the Outreach for Nazareth Orphanage (www.OFNO.org).

During his career, he has encountered the full gamut of life-altering situations (loss of income, marriage, birth of a child, divorce, the sale of a business, retirement, serious illness, death of a loved one, inheritance, etc.).  With John as your life advisor you will acquire an advocate with a refreshing approach to helping you simplify and gain control of your life in a personal, caring environment.

See our "Six Areas of Financial Planning" used to effectively address key financial planning components.

We offer an initial no cost, no obligation, personal consultation.
Call us at 623-587-6065 or email  Sheri@heritagewealthmgrs.com
to request your complimentary evaluation.