Broker Check

2810 Frank Scott Parkway West, Suite 704, Belleville, IL 62223

Our Approach

Independent advisors with holistic solutions

Independent advisors with holistic solutions

Our goal is to minimize your tax liabilities while helping you pursue your goals. Our proven approach, Avantax Intelligent Planning, can enhance after-tax returns over time compared to non-tax strategies.

By strategically timing contributions and withdrawals, using tax-efficient investment products, and rebalancing portfolios, we help you minimize taxes and maximize growth opportunities. Our comprehensive approach considers your unique circumstances and goals, ensuring tax-efficient and tailored strategies.

As independent advisors, we're free from ties to any fund families or investment products, ensuring personalized and unbiased solutions.

Let’s get started today on a path towards financial confidence and peace.

Our services include:

Our services include:

  • Tax loss harvesting throughout the year
  • Cash flow and debt management
  • Retirement planning and distribution strategies
  • Education planning
  • Legacy planning
  • Investment planning
  • Family risk management
  • Business planning and more

Our Process

At our firm, we don’t believe in one-size-fits-all financial solutions. 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. By strategically timing contributions and withdrawals, using tax-efficient investment products, and rebalancing portfolios, we help you minimize taxes and maximize growth opportunities. Our comprehensive approach considers your unique circumstances and goals, ensuring tax-efficient and tailored strategies. As independent advisors, we're free from ties to any fund families or investment products, ensuring personalized and unbiased solutions. Let’s get started today on a path towards financial confidence and peace.

1. Understanding Your Goals

Let's discuss your short- and long-term needs, which may include cash flow planning, stock management, education funding, retirement planning and withdrawal strategies, estate planning, life insurance analysis, and tax planning.

2. Developing a Strategy

Our wealth and tax teams will analyze your situation and create a customized plan to help you pursue your goals while minimizing tax liabilities. We will then meet with you to review and refine the plan.

3. Continuous Evolution

Once a plan is in place, we ensure it evolves with your needs. With regular monitoring, we keep everything on track and make sure you are informed about market changes, portfolio fluctuations, life changes, and updates in tax laws.

Our Broker-Dealer

Our Broker-Dealer

Our approach to tax-intelligent financial solutions includes partnering with industry-leading companies that appreciate our client-service approach. To support our solutions, we partner with Avantax, a financial services firm specializing in tax-intelligent strategies. Through this partnership, we (and our clients) have access to additional resources such as technology, research, and insights to strengthen our ability to achieve your goals. Avantax has been at the forefront of tax-intelligent wealth management strategies for more than four decades and is a true complement to CEC Financial Group’s offerings.

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