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How We Help

We develop comprehensive financial plans for families and individuals. Then we assist in implementing the plan, utilizing financial vehicles to achieve our client’s goals for a more secure and fulfilling retirement.
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Who We Help

We help those within 3 years of retirement, 55+, with retirement plans. We also provide investment plans for those with $250K or more in available assets. Our specialty is corporate employees.
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Our Process

Our Technology Empowered Advisor Method (TEAM) approach to financial planning integrates the personalized touch of an advisor with advanced software tools to assess, analyze and report solutions.
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Krista McBeath Photo

Krista McBeath, ChFC®

President, Investment Advisor Representative

“As your financial advocate, I take the time to understand your retirement goals and dreams. I am guided by your objectives and I’m not obligated to any single product or company. I’m committed to acting in your best interest to provide a comprehensive investment strategy with the goal of preserving your wealth, lifestyle and legacy.”

Comprehensive Financial Planning

Founded in 2008, McBeath Financial Group has a passion for serving local clients in Bloomington, Normal, and Central Illinois, as well as remote clients out of state. Founded and managed by Bloomington-Normal residents, we are a Registered Investment Advisory firm dedicated to wealth management and financial planning for families before and after retirement. Our attentive and professional commitment to our clients’ retirement planning and estate planning needs has been recognized with the Pantagraph Reader’s Choice Awards for the Best Investment Firm and the Best Financial Planner for the past four consecutive years.

Following years of success as an insurance agent, Krista McBeath originally began as the founder and President of McBeath Tax and Financial Services. Krista committed to continuing her financial education, earned her securities license, and later became a Chartered Financial Consultant (ChFC®). With her securities license, Krista was a fiduciary, able to offer investment advice and managed-money solutions, and the business evolved into McBeath Financial Group, a full-service fee-based financial planning company.

As a Registered Investment Advisor, Krista McBeath approaches our client’s wealth management strategies with a holistic, comprehensive financial plan approach. We provide investment advisory services, tax planning, retirement planning, and multigenerational estate planning for our clients. Learn how the McBeath Financial Group is different.

We understand that entrusting your financial future to a financial advisor is an extremely important decision. McBeath Financial Group will always put our client’s goals first. Learn more about our steps to becoming a client and the costs and benefits of utilizing a financial planner.

If you are interested in establishing a financial, retirement, investment or estate plan that incorporates a holistic tax strategy, give McBeath Financial Group a call today at 309-808-2224 or simply book a convenient time online.