OnTrack Wealth Management

OnTrack Wealth Management We are financial planners for individuals and families, executives, and small businesses. We are a Registered Investment Advisor with the SEC.

We provide growth strategies for wealth, tax planning/returns, alignment of myriad assets, retirement, estate planning, college savings and charitable endeavors. We are Fee-Only - which means we do not sell commissionable products or charge hidden fees of any sort. We are Fiduciaries who have an obligation to work in the best interests of our clients, first and foremost. We provide the following f

inancial services:

Investment advice
Portfolio construction for stocks, bonds, mutual funds, ETFs and more
Retirement planning
401k reviews
Traditional and Roth IRA set ups
Account rollovers from Employee Sponsored benefit and contribution plans
Tax efficient investing
Tax returns
Trust reviews and planning
Cash flow analysis
Balance sheet analysis
Insurance advice

Did you know that Social Security is inflation adjusted? Later this month, the Social Security Administration will weigh...
10/12/2022

Did you know that Social Security is inflation adjusted? Later this month, the Social Security Administration will weigh in on 2023's cost of living adjustment and some are predicting an 8%+ increase. Choosing when to claim Social Security is a little more complicated. Getting the timing right can make a big difference on taxes and total benefits for retirees...

As you come closer to retirement, one of the most important decisions you will make is when to claim Social Security. Learn more by reading about the pros and cons of claiming Social Security once you are eligible:

What Sets Us Apart šŸ’°šŸ¤‘Creating a Plan for Your Money Through The Five Financial Tracksā„¢The ā€œTrackā€ in our name, OnTrack, ...
10/10/2022

What Sets Us Apart šŸ’°šŸ¤‘
Creating a Plan for Your Money Through The Five Financial Tracksā„¢

The ā€œTrackā€ in our name, OnTrack, is an acronym that speaks philosophical volumes about how we view wealth management as both art and science. Learn more about how we serve and help protect your wealth and future at https://ontrackplans.com šŸ¤

Address

8540 N. Canton Center
Canton, MI
48187

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