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Personal Financial Planning

Onisko & Scholz, CPAs is associated with a financial planning firm (Capital Investment Advisers). They focus on individual and business investment and financial planning. The synthesis between the CPA firm and financial planning firm, allows for a unique financial perspective and provides our clients with a rare advantage.

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.



 

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