Weber Accounting & Investment Services is a full-service firm specializing in tax, accounting, and financial planning for individuals and small business owners throughout LaSalle County. Our mission is to help you move toward your financial goals with clarity and confidence. By integrating smart tax strategies with investment planning, we take a holistic approach that aims to boost returns, reduce tax burdens, and strengthen your financial future. Whether you're looking to refine your tax approach or build a retirement plan that supports your ideal lifestyle, our experienced team is here to guide you every step of the way. Let’s create a strategy that helps you grow, save, and thrive—now and in retirement.

Portfolio Advisory Services


At Weber Accounting & Investment Services, we specialize in helping individuals approaching retirement make the most of their financial future. As a full-service tax, accounting, and financial planning firm, we understand the importance of preserving wealth, reducing tax exposure, and creating a reliable income stream for retirement. Our integrated approach combines smart tax strategies with personalized investment planning to help you keep more of what you’ve earned and grow your nest egg with confidence. Whether you're five or fifteen years from retirement, our experienced team is here to help you build a plan that supports the lifestyle you envision. Let’s work together to create a clear, strategic path to a secure and fulfilling retirement.

01. About Us

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Approach

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Our Services

 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.

Our Team

Whether you are interested in investment advice, planning for retirement, life insurance, estate planning, or if you have a 401K to rollover, Ray and members of his practice stand ready to help you. The financial world can be intimidating; let us help you meet your goals.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or need more information on our firm, please email us at raymond.weber@ceterafs.com or call (815) 223-5606.

Contact Us

Blogs

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Ray Weber |
Categories
Retirement
Investments
Savings
As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Ray Weber |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...

5 Smart Ways to Use Your Tax Refund in 2025

Ray Weber |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...