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Are You On The Right Track?

Our mission is to educate and protect families against the risks of incomplete or misguided planning, supporting their long-term financial security and peace of mind.

How We Can Help You

Estate Planning

Statistically, 75% of people over age 65 will need some long-term care. If you get sick and need long-term care tomorrow, would you rather receive care at home or in a facility? Discover how to pay for care with tax-free dollars.

Long Term Care

Statistically, 75% of people over age 65 will need some long-term care. If you get sick and need long-term care tomorrow, would you rather receive care at home or in a facility? Discover how to pay for care with tax-free dollars.

Retirement

Running out of money is the #1 concern for retirees. We can help you review your exposure to financial perils such as market risk, taxes and out of pocket medical costs.

Tax Planning

The tax treatment of your retirement income can be a significant factor in your income planning. We can help you review tax-favored retirement options designed to reduce tax consequences in retirement.

Life Insurance

There are many reasons to own life insurance. When a person passes away and a tax-free life insurance check appears for their heirs, life can carry on for those left behind. We can help you review your best life insurance options.

Business Solutions

 There are several key business planning strategies that are often overlooked due to the daily grind of running a business. We can help review business planning strategies.

Who We Are

OnTrack Financial Group, founded by William Czerkies Jr., is dedicated to providing comprehensive financial planning and strategic risk management. We focus on educating and protecting families and businesses against the risks of incomplete or misguided planning. Our mission is to ensure long-term financial security and peace of mind through personalized solutions in estate planning, retirement planning, tax planning, life insurance, and long-term care. We emphasize the importance of informed decision-making and tailored strategies to meet each client’s unique needs.

Why Work With Us

Personalized Financial Strategies

We tailor our services to meet the unique needs of each client, ensuring customized solutions for estate planning, retirement planning, tax planning, and more.

Comprehensive Risk Management

We focuse on protecting clients against the risks of incomplete or misguided financial planning. This includes strategic risk management for retirees, long-term care options, and business planning strategies​

Educational Approach

We prioritize educating clients about their financial options, helping them make informed decisions. They provide resources and tools to better understand financial concepts and strategies

Experienced Leadership

Led by William Czerkies Jr., OnTrack leverages extensive 20+ years of industry experience to guide clients toward financial security and peace of mind​

Client-Centric Mission

Our mission is to educate and protect families against the risks of incomplete or misguided planning, supporting their long-term financial security and peace of mind.

Diverse Service Offerings

From annuities and life insurance to estate and tax planning, we provides a wide range of financial services to address various aspects of wealth management

Protect Your Financial Future!

Schedule a call with William Czerkies Jr. to receive personalized insights that will help you avoid the pitfalls of incomplete financial planning. Together, we’ll build a strategy that supports your long-term security and peace of mind.

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Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

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