Who We Help
McBeath Financial Group has a passion for helping families achieve financial security with comprehensive financial planning. We utilize the Technology Empowered Advisor Method (TEAM) in balancing growth and risk to achieve our client’s goals.
Since our inception, we have served the Bloomington/Normal community by providing financial and planning services to mature people looking for security and peace of mind in retirement, working families who want to grow their investments and provide for their family and those with other financial and investment needs.
Located closely to the corporate headquarters of a Fortune 500 insurance company, we’ve attracted a reputation within SF corporate employees as a specialist in financial planning advice. McBeath Financial Group’s experience and proficiency within this market segment has even grown and reached a broader market for corporate employees seeking retirement planning, even beyond the state borders.
Locally and beyond, corporate restructures have seen many clients facing early retirement buyout options and involuntary workforce reduction. Evaluating these options and helping corporate employees prepare for a secure retirement has become a niche specialty. In these unique situations, McBeath Financial Group has experience in providing financial strategies, despite the loss of years of planned employment.
While President and financial advisor, Krista McBeath, will always have her heart with the relationships she develops in person with the families of central Illinois, her expansion and reach continue to grow. So, while locally she’ll greet those seeking financial advice in the comforts of her office with a smile and a cup of coffee, she also makes herself available by phone, screen sharing, Skype, and email to those corporate employees with special needs across the country.