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GIVE US A CALL

Toll Free: 8668915651

Our mission is to help each client optimize their financial resources
while minimizing their tax burden both now and in the future.
How we do it is what makes the difference.

It is our mission to help each client optimize their
financial resources while minimizing their tax burden
both now and in the future.
It is how we do it that makes the difference.

How We Can Help You

Estate Planning

Did you know that 2 out of 3 Americans don’t have a will or a trust and the majority of plans in place are outdated? Here at ONTRACK FINANCIAL GROUP, we can help you review the best estate plan options for your family.

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Tax Planning

The tax treatment of your retirement income can be a significant factor in your income planning. Here at ONTRACK FINANCIAL GROUP, we can help you review tax-favored retirement options.

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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, where would you rather receive it? Are you familiar with ways to pay for LTC with tax-free dollars? Here at ONTRACK FINANCIAL GROUP, we can help you review your best options for LTC.

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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. Here at ONTRACK FINANCIAL GROUP, we can help you review your best life insurance options.

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Retirement

Running out of money is the #1 concern for retirees. Here at ONTRACK FINANCIAL GROUP, we can help you review your retirement options.

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Business Solutions

There are several key business planning strategies that are often overlooked due to the daily grind of running a business. Here are ONTRACK FINANCIAL GROUP we can help business review business planning strategies.

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Contact Us:

ONTRACK FINANCIAL GROUP
Office meetings can be scheduled upon request at:

9041 Executive Park Drive, Suite 250, Knoxville, TN 37923

Toll Free: 866-891-5651

Disclaimer:
ONTRACK FINANCIAL GROUP is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee and has been an Independent Associate for Legal Shield from 1999 to the present. We do not give legal or tax advice. Nothing on this website is to be construed as a recommendation. Any references to tax free, tax deferred, minimizing taxes, or tax options, are purely for discussion and educational purposes. Individual circumstances undoubtedly vary and how any particular insurance product or insurance strategy affect individual circumstances is something that each person should discuss with a qualified CPA or attorney that is intimately familiar with the product, service or strategy as it relates to the individual’s particular circumstances. Life insurance agents are required to have an understanding as to how each product could be or would be taxed in a general sense. There are certain circumstances that would allow for life insurance distributions to be treated as tax deferred or tax free. How it will apply a particular set of financial circumstances is for the individual to understand and seek tax advice through a CPA. Not all CPA’s or attorneys are familiar with the tax consequences or benefits of various insurance products. We have relationships with third party independent CPA’s and attorneys that we can refer clients to upon request for tax and legal advice as it relates to insurance products that we offer.

Disclaimer

ONTRACK FINACIAL GROUP is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee and has been an Independent Associate for Legal Shield from 1999 to the present. We do not give legal or tax advice. Nothing on this website is to be construed as a recommendation. Any references to tax free, tax deferred, minimizing taxes, or tax options, are purely for discussion and educational purposes. Individual circumstances undoubtedly vary and how any particular insurance product or insurance strategy affect individual circumstances is something that each person should discuss with a qualified CPA or attorney that is intimately familiar with the product, service or strategy as it relates to the individual’s particular circumstances. Life insurance agents are required to have an understanding as to how each product could be or would be taxed in a general sense. There are certain circumstances that would allow for life insurance distributions to be treated as tax deferred or tax free. How it will apply a particular set of financial circumstances is for the individual to understand and seek tax advice through a CPA. Not all CPA’s or attorneys are familiar with the tax consequences or benefits of various insurance products. We have relationships with third party independent CPA’s and attorneys that we can refer clients to upon request for tax and legal advice as it relates to insurance products that we offer.

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