Estate Concierge Service
Introducing JWang’s One Streamline Estate Service, a comprehensive offering designed to meet all your estate planning needs with efficiency and expertise. In collaboration with esteemed financial advisor and entrepreneur professor, Dr. Dale Konicek, JWang brings you a concierge service that streamlines the entire estate process.Our service encompasses a range of essential components, including estate planning and financial advisory services, guided by Dr. Konicek’s wealth of experience and knowledge. Additionally, we provideaccess to professional auctioneers to assist with the disposition of assets, ensuring optimal returns.Moreover, our service extends to encompass repairs, remodels, and cleaning, facilitated by trusted professionals to prepare your property for sale or transition. Lastly, JWang offers a custom real estate listing service, tailored to showcase your property in the best possible light, maximizing its market appeal and value.With JWang’s One Streamline Estate Service, you can trust that every aspect of your estate management will be handled with care, precision, and a commitment to excellence. Let us simplify the process and guide you through every step with confidence and expertise.
About Dr. Dale G. Konicek
Dale G. Konicek, Ph.D., ChFC, CLU, AEP, CASL
Dale G. Konicek is a Managing Principal for Magellan Investments, LLC.. He currently operates an office in Houston, Texas.. Dr. Konicek started his financial services practice in 1992. Over the past 30 years, he has held numerous positions in both academic and corporate settings. Dr. Konicek is currently teaching at Houston Community College. He has also taught at Blinn College,Lone Star College, Sam Houston State University, University of Houston, and University of St Thomas.His corporate experience includes a number of consulting and management positions with many of the Fortune 500 companies in Houston. Dr. Konicek earned a Bachelor’s Degree in Business Administration (BBA) from Kent State University, a Masters Degree in Business Administration (MBA) from the University of Houston-Clear Lake, and a Doctorate of Philosophy Degree (Ph.D) from Texas A&M University. He also has achieved The Chartered Financial Consultant (ChFC), The Chartered Life Underwriter (CLU), The Accredited Estate Planner (AEP), and the Chartered Advisor for Senior Living (CASL) designations. Dr. Konicek concentrates on retirement and estate planning issues as they pertain to individuals and small business owners.