Personalized, tax-intelligent financial strategies from your hometown experts
Let's TalkPersonalized, tax-intelligent financial strategies from your hometown experts
Let's TalkPersonalized, tax-intelligent financial strategies from your hometown experts
Let's TalkPersonalized, tax-intelligent financial strategies from your hometown experts
Let's TalkWhat We Do
Where tax and financial guidance go hand-in-hand
For more than 60 years, we’ve been immersed in tax, accounting, and assurance services for clients, while having evolved into a leading holistic wealth management firm too. Our focus is helping you pursue your goals with trusted, comprehensive financial planning services and tax-efficient solutions. At CEC Financial Group, you'll experience genuine care from experts who treat you like family, whether you visit our offices, call us, or chat via email.
Wealth Management
Our tax-intelligent approach to wealth management paves the way for financial possibilities. We provide comprehensive wealth management solutions under one hometown roof—from investment management and retirement planning to business planning and cash flow management.
Tax & Accounting Solutions
From tax preparation to tax planning and payroll processing to accounts payable, we’re here to help solve complex problems and explore innovative solutions. We offer unique tax and accounting solutions for individuals, businesses, and estates, helping minimize both your current and future tax liabilities.
Risk Management
A financial plan is incomplete without proper insurance coverage to manage life’s risks. We offer insurance services for nearly any scenario, providing individuals, families, and businesses with customized risk mitigation strategies.
Who We Help
No matter your stage in life, we can help.
Whether you’re a business owner, retiree, busy parent, widow, or someone nearing retirement—we can help. Our expert team of tax-smart financial advisors can help you keep more of the money you earn and pursue your dreams for decades to come.
Families and Individuals
CEC Financial Group offers a wide range of tax and wealth management services tailored to professionals, people going through transitions, high-net-worth individuals, and their families.
Retirees or Near-Retirees
We understand the importance of tailoring retirement plans to your unique needs, so our tax-efficient strategies are driven by your goals, lifestyle, and financial vision.
Businesses
Many of our clients are business owners looking for tax strategies, succession planning, accounting, retirement solutions, and risk mitigation. Think of us as an extension of your company.
About Us
Proudly serving Southwestern Illinois for nearly six decades
Our expert team has decades of experience and deep roots in tax and accounting, so we always view financial solutions through a tax-intelligent lens. You’ll never be treated as a number with CEC Financial Group. Our goal is to help guide you through all of life’s transitions and provide decades of financial confidence.
