On Track Advisors

On Track Advisors Our mission is to empower our clients with accurate and timely financial information. Keeping You ON TRACK

4️⃣8️⃣ % of small business owners say they’re building personal wealth by growing their business.The question is: Is you...
06/18/2026

4️⃣8️⃣ % of small business owners say they’re building personal wealth by growing their business.

The question is: Is your business helping you build wealth, or just keeping you busy?

Many business owners work hard every day but don’t have a clear plan for turning that effort into long-term financial success.

At On Track Advisors, we help business owners understand their numbers, improve profitability, create financial strategies and also build a business that SUPPORTS their personal goals.

With the right tools and guidance, you can make smarter decisions and get where you want to go faster.

Let’s build a business that works for you. 🤝

📧 [email protected]
📱 (314) 384-4002

*Source: Quickbooks

Tip # 5️⃣: One simple way to help protect your aging parents: set up transaction alerts on their accounts.Do you have a...
06/10/2026

Tip # 5️⃣: One simple way to help protect your aging parents: set up transaction alerts on their accounts.

Do you have access to your parents’ credit card, bank, or investment accounts? If you’re concerned about potential fraud, scams, or simple mistakes, having access can add an extra layer of protection.

If your parents aren’t ready to provide you (or their financial POA) with account access, ask if you can receive transaction alerts instead.

Most financial institutions allow you to set up alerts and choose a transaction threshold. It’s also a good idea to make sure professionals such as their financial advisor, CPA/tax preparer, and attorney know who you are and have your contact information.

A little preparation today can help prevent bigger problems tomorrow.

Let us help you get prepared!

📧 [email protected]
📱 (314) 384-4002

There comes a time when our parents need us the way we once needed them… 🤝As they age, managing finances, keeping up wit...
06/05/2026

There comes a time when our parents need us the way we once needed them… 🤝

As they age, managing finances, keeping up with paperwork, monitoring bills, and navigating important decisions can become overwhelming. Having support in place can help protect their independence, reduce stress, and give the entire family greater peace of mind.

The best time to plan is before a crisis happens. Small steps today can make a BIG difference tomorrow.

At On Track Advisors, we help aging parents and their families stay organized, informed, and prepared for whatever comes next. ❤️

➡️ Learn more about our services: www.ontrackadvisors.com

Don’t wait until December to think about your taxes, financing, and books! A midyear review can help you uncover savings...
06/04/2026

Don’t wait until December to think about your taxes, financing, and books!

A midyear review can help you uncover savings opportunities, avoid costly surprises, improve cash flow, and make informed financial decisions for the rest of the year.

Whether you’re looking to reduce your tax burden, prepare for financing, or get a clearer picture of your business finances, now is the time to get ahead.

Reach out to our team and let’s make sure you’re on track ➡️ for a successful year.
📧: [email protected]

Tip # 4️⃣: Make sure you are an authorized contact on all of your elderly parent’s accounts: Is your name on file with ...
05/29/2026

Tip # 4️⃣: Make sure you are an authorized contact on all of your elderly parent’s accounts:

Is your name on file with your parent’s insurance providers, financial institutions, utility companies, and healthcare offices?

Having authorization to obtain information or receive disclosures can make a huge difference when an unexpected situation arises. If you’re serving as healthcare or financial power of attorney, make sure those documents are also on file where needed.

Taking care of this while your parent can still provide consent can save significant time, stress, and frustration later. We recently assisted a hospitalized client and, because we were already listed as an authorized contact on her insurance and bank accounts, we were able to handle several important matters on her behalf and provide peace of mind during a difficult time.

Need help getting organized and preparing for the future? On Track Advisors is here to help. ➡️

📧 [email protected]
📱 (314) 384-4002

Memorial Day is a time to slow down, gather with loved ones, and reflect on the sacrifices made by those who served our ...
05/25/2026

Memorial Day is a time to slow down, gather with loved ones, and reflect on the sacrifices made by those who served our country. 🇺🇸

As we enjoy the long weekend, we honor the heroes who gave everything for the freedoms we enjoy today.

Wishing everyone a safe and meaningful Memorial Day. ❤️

Tip # 3️⃣: review renewal notices and rate increases.When you’re helping manage a parent’s finances, renewal notices an...
05/22/2026

Tip # 3️⃣: review renewal notices and rate increases.

When you’re helping manage a parent’s finances, renewal notices and rate hikes can be an extra layer of protection… especially for insurance, long-term care policies, subscriptions, credit cards, and utilities.

Reviewing these notices while your parent still has the capacity to give permission and complete necessary forms can help prevent bigger issues later.

Ask yourself: Are policies still active? Have rates increased? Does someone else need to receive these notices?

We recently helped a client catch a lapsed umbrella policy while they had multiple service providers coming in and out of the home. We helped secure a new policy with the same coverage and saved them hundreds on the premium.

Small notices can prevent big surprises. 🤝
📧 [email protected]
📱 (314) 384-4002

Feeling like your business tools are running the show instead of helping you run your business? 👀We hear it all the time...
05/21/2026

Feeling like your business tools are running the show instead of helping you run your business? 👀

We hear it all the time: “I know I should be more organized… I just don’t know where to start.”

That’s where On Track Advisors comes in. From QuickBooks setup to platform training and clean, organized systems, we help you LEARN how to use the tools that keep your business moving forward.

Less guessing. More clarity. Better organization.

Ready to get on track? ⬇️

📲 (314) 384-4002

Does this sound familiar? Your parent has had the same subscriptions, services, and monthly charges for years… but no on...
05/15/2026

Does this sound familiar? Your parent has had the same subscriptions, services, and monthly charges for years… but no one is totally sure what’s still being used… 🤔

Tip # 2️⃣: Review recurring subscriptions and services.

Take a look at things like streaming services, email accounts, phone plans, home maintenance services, memberships, and other automatic monthly charges.

Ask yourself:
Are these services still necessary?
Are there duplicate charges?
Could anything be reduced, bundled, or canceled?

We recently helped a client who was paying over $800 per month for duplicate and unnecessary services. After reviewing her usage and streamlining what she actually needed, her monthly cost dropped to around $200.

That’s a BIG difference from simply taking the time to review what’s coming out each month. 🤝

Small steps like this can make managing finances feel a lot more manageable. We would love to meet one-on-one to discuss your specific situation!

📧 [email protected]
📱 (314) 384-4002

Mother’s Day is a reminder that time with loved ones is everything. 💐At On Track Advisors, we believe having the right s...
05/10/2026

Mother’s Day is a reminder that time with loved ones is everything. 💐

At On Track Advisors, we believe having the right support helps take tasks off your plate so you can focus more on the moments that matter most. ❤️

Wishing all the amazing moms a beautiful Mother’s Day today!

Address

Chesterfield, MO
63017

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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