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Planned and Purpose Driven

Wealth Management

Financial Planning and Investing for
Tax Efficient Growth and Risk Management

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Beyond Retirement Planning

Your Financial Advisory Team for Life’s Journey

A simple retirement plan or investment vehicle isn’t enough when your financial security and family
are at stake. You deserve a customized solution tailored to your unique needs and goals.

We offer wealth management for high net-worth individuals and families, collaborating to create and
implement detailed financial plans and investment strategies. We build long-term relationships, stay
by our client’s side throughout the process and continuously monitor and adjust the plan as
circumstances change.

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Voted Bloomington Normal’s Best!

With overwhelming support of our community, we have consistently been honored as
the best of the best in several catagories, year after year.

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#1 Financial Planning Office (2017-2023)
#1 Investment Firm (2018-2023)
#1 Financial Planner, Krista McBeath (2021-2023)

SEE OUR NEWS GALLERY

Our Differences

Experience our innovative approach to wealth management that goes beyond
asset management; Why settle for less than our comprehensive financial
planning, tax strategy, and investment management?
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Creating a foundation of
trust with fiduciary services

Focusing

Focusing on your goals, not
products or numbers

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Implementing cutting edge
tools to get the most out of
your plan

Hands Heart

Delivering personalized
concierge services with full
support

EXPLORE OUR DIFFERENCES

Wealth Management Services

We are committed to helping those with over $500,000 in investible assets unlock the full potential
of their wealth. Our holistic financial planning process evaluates every aspect of the financial
situation to ensure the investment strategy aligns with financial and retirement objectives while
factoring tax implications into the equation at every stage.

Our Wealth Management Plans Include:
Financial Planning

A detailed analysis of finances and goals, with precise planning for creating a path for achieving an optimal outcome

  • Protect and preserve your retirement lifestyle
  • Develop an estate plan for multigenerational wealth
  • Prepare for unexpected life events and financial emergencies

LEARN ABOUT OUR FINANCIAL PLANNING

Asset Management

Managed investments, optimized for a balance of safety and growth to match defined goals and risk tolerance

  • Custom Exchange Traded Funds portfolio allocated for optimal risk-adjusted returns
  • Proactive management and monitoring of investments portfolio to meet objectives
  • Regular meetings, reporting, and live access to portfolio performance

LEARN MORE ABOUT INVESTMENT MANAGEMENT

Tax Strategy

Maximize tax-efficiency by incorporating all financial elements to achieve financial goals while minimizing the overall tax burden

  • Manage Roth and 401K conversion strategies
  • Establish estate transfer plans to reduce heirs’ tax liability
  • Incorporate charitable distribution strategies

EXPLORE OUR STRATEGIC TAX SOLUTIONS

Financial Planning

A detailed analysis of finances and goals, with precise planning for creating a path for achieving an optimal outcome

  • Protect and preserve your retirement lifestyle
  • Develop an estate plan for multigenerational wealth
  • Prepare for unexpected life events and financial emergencies

LEARN ABOUT OUR FINANCIAL PLANNING

Investment Management

Managed investments, optimized for a balance of safety and growth to match defined goals and risk tolerance

  • Custom portfolio of ETF’s allocated for an optimized risk-adjusted return
  • Proactive management and monitoring of investments portfolio to meet objectives
  • Regular meetings, reporting and online real-time investment performance access

LEARN MORE ABOUT INVESTMENT MANAGEMENT

Tax Strategy

Maximize tax-efficiency by incorporating all financial elements to achieve financial goals while minimizing the overall tax burden

  • Manage Roth and 401K conversion strategies
  • Establish estate transfer plans to reduce heirs’ tax liability
  • Incorporate charitable distribution strategies

EXPLORE OUR STRATEGIC TAX SOLUTIONS

EXPLORE WEALTH MANAGEMENT

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About Us

Of all the financial questions you might ask, we believe the most important one is, “Whom should I trust to guide me?”

We understand it's a big decision to entrust your retirement goals and wealth to a financial professional; with so many choices, how do you choose? We are proud of our reputation for compassion, integrity, and expertise.
As fiduciaries, we are your financial advocate, guided by your objectives and your best interest. We are an independent registered investment advisor firm, not beholden to any single product or company. As experienced financial planners we offer recommendations specific to your situation with a goal to maintain and improve your lifestyle, while preserving your wealth and legacy.

LEARN MORE ABOUT THE TEAM

Explore Our Financial Planning Process

Comprehensive Financial Strategies with
Personalized Retirement Planning

Financial planning is the cornerstone of our wealth management services, encompassing several essential components, including tax strategy, investment planning based on risk tolerance, cash-flow projections, and estate planning.

To begin our process, we work together to clarify your current financial situation and your goals, from retirement planning or legacy wealth planning. After gaining a thorough understanding, we leverage cutting-edge software tools to develop a comprehensive financial plan, providing clarity and peace of mind.

EXPLORE THE PROCESS

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Featured Case Studies

View Hypothetical Examples Of How We Can
Apply Our Experience To Different Situations.
Enjoying Retirement In 50s Case Study Featured

Aspiring Early Retirees Seeking a Secure Retirement Plan

Aspiring Early Retirees Seeking a Secure Retirement Plan

Aspiring Early Retirees Seeking a Secure Retirement Plan Bob and Jill, a couple in their mid-50s, were employed by a... Read More

READ FULL CASE STUDY
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Tax Concerns Threaten a Dream and a Legacy

Tax Concerns Threaten a Dream and a Legacy

Tax Concerns Threaten a Dream and a Legacy Five years into their retirement, Jeff and Karen were happily living a... Read More

READ FULL CASE STUDY
Charitable Heart Featured

Charity Driven Retiree

Charity Driven Retiree

Transforming Heartache into a Blessing with a Charitable Tax Strategy Linda, a 67-year-old retired nurse, has always had a love... Read More

READ FULL CASE STUDY
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The Generational Wealth System

by Founder, Krista McBeath
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Our Insights and Stories

From a Mother's Heart: 7 Financial Steps to Safeguard Your Children's Future

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From a Mother's Heart: 7 Financial Steps to Safeguard Your Children's Future

From a Mother's Heart: 7 Financial Steps to Safeguard Your Children's Future Nobody ever claimed that being a Mom was...
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Certified Financial Planner Awarded

Julie Karstens Award For Certified Financial Planner
Certified Financial Planner Awarded

CERTIFIED FINANCIAL PLANNER™ Professional Reveals the Challenge and Reward Behind the Certification We are ecstatic to bring you exciting news:...
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My Three Rules for Vacations and Financial Planning

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My Three Rules for Vacations and Financial Planning

3 Unbroken Rules for Vacations and 3 for Financial Planning As an Investment Advisor and Financial Planner, I’m quite familiar...
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Your Financial Advisor Team in Bloomington Normal

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Your Financial Advisor Team in Bloomington Normal

“I've Got a Guy for That” – Your Financial Advisor Team in Bloomington Normal You've likely heard the phrase, “I've...
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McBeath Financial Group Welcomes Certified Financial Planner®, Zack Brewer, CFP® 

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McBeath Financial Group Welcomes Certified Financial Planner®, Zack Brewer, CFP® 

McBeath Financial Group Welcomes Certified Financial Planner™, Zack Brewer, CFP®  We are excited to announce Zack Brewer, an experienced Certified...
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Investment Strategy Mistakes Taught by Reckless Drivers

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Investment Strategy Mistakes Taught by Reckless Drivers

Investment Strategy Mistakes Taught by Reckless Drivers Have you ever encountered a reckless driver in Bloomington Normal? Picture this: just...
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Retirement Planning For Women

Retirement Planning For Women Featured
Retirement Planning For Women

Retirement Planning for Women: Empowering Your Financial Future Retirement planning can be a daunting task, but as women, we possess...
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Money and Marriage: Understanding Your Financial Relationship

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Money and Marriage: Understanding Your Financial Relationship

Money and Marriage: Understanding Your Financial Relationship As a financial advisor, I understand that money plays a significant role in...
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Building a Financial Strategy That Will Endure

Financial Strategy Pyramid
Building a Financial Strategy That Will Endure

Building a Financial Strategy That Will Endure Like the Pyramids What's the key to a financial strategy built to last?...
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The Goldilocks Paradox: Enough Savings for Retirement

The Right Amount
The Goldilocks Paradox: Enough Savings for Retirement

The Goldilocks Paradox: Enough Savings for Retirement Do you know how much money you should be saving for retirement? As...
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Life Storms: Protecting Your Retirement From Multiple Threats

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Life Storms: Protecting Your Retirement From Multiple Threats

Life Storms: Protecting Your Retirement From Multiple Threats Gas prices and inflation are spiraling out of control. Investment accounts are...
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A Financial Advisor's Role is Like Fishing With Kids

Jillian Big Fish 1
A Financial Advisor's Role is Like Fishing With Kids

A Financial Advisor's Role is Like Fishing With Kids This summer, I realized my job as a financial advisor is...
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Retiring in a High Inflation Market

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Retiring in a High Inflation Market

Guidance for Retiring in a High Inflation Market Retirement is often referred to as our golden years, and for many...
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Honoring A Spouses Memory by Creating a Legacy

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Honoring A Spouses Memory by Creating a Legacy

Out of the Heartache of Alzheimer's, Passion Leads to a Legacy I often don't know what to expect when I...
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City of Bloomington and Town of Normal Financial Planning Firm Sponsor

Bloomington Financial Planning
City of Bloomington and Town of Normal Financial Planning Firm Sponsor

Financial Planning Firm Sponsoring the Official Bloomington and Normal Community Video Program  McBeath Financial Group is proud to announce...
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Enough Money to Retire Yet

How Much Needed For Boats And Retirement
Enough Money to Retire Yet

Boat Shopping and Retirement Savings:  Do I Have Enough Money Yet? My family and I recently returned from our annual...
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Fintech for Financial Planning

Fintech Financial Technology In Financial Planning
Fintech for Financial Planning

Fintech for Financial Planning 3 Reasons My Clients Love FinTech (Even If They Don't Know What That Is) Like many...
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Eyes on Your Own Money

School Program Spring 2021
Eyes on Your Own Money

Eyes On Your Own Money We anxiously arrived at the school and were thrilled to greet other parents and settle...
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The Sweat and Stress Driven By Love

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The Sweat and Stress Driven By Love

The Sweat and Stress Driven By Love My brother's two boys needed a little happiness in their lives after they...
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What Happens After a Loved One Passes

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What Happens After a Loved One Passes

The Shock and the Aftermath of a Loss It’s been three weeks since the sudden loss of my brother.  Even...
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Transferring Wealth While Living

Legacy Planning Is Planned Transfer Of Wealth To The Next Generation
Transferring Wealth While Living

Strategies for Transferring Wealth to the Next Generation Planning for the transfer of your wealth to loved ones may be...
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Life Insurance Planning for Needs

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Life Insurance Planning for Needs

Who Needs Another Life Insurance Pitch? Have you seen the Bill Murray movie, Groundhog Day? No matter how many times...
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Fresh Perspective on Financial Planning

Reno Offers Financial Planning Perspective
Fresh Perspective on Financial Planning

Bathroom Reno Snags Give a Fresh Perspective on Financial Planning The Art of Planning: From Financial Planning to Home Renovations...
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Convert Savings Into Retirement Income

Convert Savings Into Monthly Income
Convert Savings Into Retirement Income

How Do You Convert Savings into Retirement Income? How to turn retirement savings accounts into a steady income stream is...
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Tax Free Retirement

Tax Planning For Retirement
Tax Free Retirement

Is There Such Thing as a Tax Free Retirement? Alas, the actual process of setting up a solid retirement strategy...
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Who Should Not Meet Me for Financial Advice

Who Should Not Meet Me for Financial Advice

Why You Should NOT Meet Me For Financial Advice Yes, you read the title correctly. I'm absolutely not the right...
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ETF Investments

Etf Is Written By Businessman Background
ETF Investments

Why Are Savvy Investors Flocking to ETFs? Exchange Traded Funds (ETFs) originated in 1993 as an easy and low-cost way...
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Why Are Retirees Leaving Money in Their 401k Plans

Why Are Retirees Leaving Money in Their 401k Plans

Why Are Retirees Leaving Their 401K Money With Their Former Employer's Plan? My husband often playfully tells our 10-year-old daughter,...
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Save Taxes In Retirement

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Save Taxes In Retirement

Does a Market Recovery Signal a Missed Opportunity to Save Taxes in Retirement? Market Drops can be a Huge Opportunity...
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DIY Financial Planner Problems

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DIY Financial Planner Problems

Why are DIY Financial Planners Turning to Financial Advisors? “I’ve Got a 401k and Social Security. Why Do I Need...
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Why You Need a Financial Planner and an Investment Advisor for Retirement

Cruise Ship Disaster Like Retirement Without A Financial Plan Or Investment Advisor
Why You Need a Financial Planner and an Investment Advisor for Retirement

Titanic or Love Boat:  What Course Will Your Retirement Journey Take? I know many people preparing for retirement are either...
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Secure Act Changes to Retirement Plans

Secure Act Requires Tax Planning For Retirement Accounts
Secure Act Changes to Retirement Plans

Who is Feeling SECURE with the New Tax Change for Retirement Accounts? The nine most terrifying words in the English...
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Financial Planning for Loss of a Spouse

Loss Of A Spouse
Financial Planning for Loss of a Spouse

Financial Planning for Loss of a Spouse The loss of a spouse is one of the hardest things most people...
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This Rookie's Contract Like a Well-Timed Fixed Annuity

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This Rookie's Contract Like a Well-Timed Fixed Annuity

A Lesson in Locking in Financial Security from an Unlikely Cubs Newcomer I loved the Cinderella story of this Cubs...
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Why I Chose the ChFC ® Designation over the CFP ® Certification

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Why I Chose the ChFC ® Designation over the CFP ® Certification

Choosing the Chartered Financial Consultant (ChFC) ® Designation or the Certified Financial Planner (CFP) ® Certification Certified Financial Planner (CFP)®...
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Feeling Queasy in Market Turbulence

Feeling Queasy in Market Turbulence

Navigating Market's Turbulence: Lessons from Air Travel When we experience a year with market drops, it sometimes warrants a response...
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Everyone Has a Financial Plan Until They Get Punched in the Mouth

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Everyone Has a Financial Plan Until They Get Punched in the Mouth

Everyone Has a Financial Plan Until They Get Punched in the Mouth   Mike Tyson is probably the last person...
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Nobody Ever Frames Their Financial Plan

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Nobody Ever Frames Their Financial Plan

Nobody Ever Frames Their Financial Plan Most of my clients will never realize how much detail and attention I put...
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Climbing a 401k Rollover

K2
Climbing a 401k Rollover

Climbing a 401K Rollover: Q & A   K2 is the name of the second highest mountain in the world....
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Who is Taking a Bite Out of Your Retirement Account?

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Who is Taking a Bite Out of Your Retirement Account?

Who is Taking a Bite Out of Your Retirement Account? Don't Watch Your Retirement Account Savings Melt Away Like an...
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Don't Buy an Annuity Before Reading This!

Annuity Contract Sales Man
Don't Buy an Annuity Before Reading This!

Before You Buy an Annuity, You Need to Know This! Many people purchase annuities as a way to provide income...
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Dave Ramsey and Mutual Funds

Mutual Funds Facts
Dave Ramsey and Mutual Funds

What Dave Ramsey Should Explain About Mutual Funds Most people are familiar with Dave Ramsey, the anointed financial guru who...
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Is It Enough Money to Retire?

Is It Enough Money to Retire?

“How Much Will I Need to Retire?” When it comes to retirement planning, it’s my quest to help people realize...
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Is a Roth IRA Conversion Really a Good Idea?

Roth Ira
Is a Roth IRA Conversion Really a Good Idea?

Is a Roth IRA Conversion Really a Good Idea? The upside and possible negatives of converting a traditional IRA to...
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Does Sequence of Returns Math Upend Timing the Market?

Roller Coaster
Does Sequence of Returns Math Upend Timing the Market?

The Sequence of Returns Roller-Coaster in Retirement Income Planning A look at how variable rates of return do (and do...
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Tax Advantaged Strategies for Charity Support

Tax Advantaged Strategies for Charity Support

Tax Advantaged Strategies for Charity Support How to Maximize Your Tax Benefits While Building a Legacy We're all familiar with...
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Is Fear Putting Your Financial Plan at Risk?

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Is Fear Putting Your Financial Plan at Risk?

Is Fear Putting Your Financial Plan at Risk? A Haunting Parallel: Fear in Finance and Ghostly Mansions Some say the...
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This Financial Advisor's Hurricane Encounter Reveals Investment Insights

Hurricane Michael
This Financial Advisor's Hurricane Encounter Reveals Investment Insights

Navigating Storms: An Investment Advisor's Encounter with Hurricane Michael As an Investment Advisor, located in Bloomington/Normal IL, the biggest danger...
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Retire Healthy, Wealthy and Wise

Retire Healthy, Wealthy and Wise

Retire Healthy, Wealthy and Wise “Early to bed and early to rise makes a man healthy, wealthy and wise.” We’ve...
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State Farm Early Retirement Benefits: Q&A

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State Farm Early Retirement Benefits: Q&A

State Farm Early Retirement Benefits:  Q&A With the headquarters of State Farm only a few miles away, it's no surprise...
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After the Retirement Party

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After the Retirement Party

A Retirement Party Reflection Story Picture this:  It’s Friday afternoon, and you’re driving home from the retirement party of another...
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Should You Take the Employee Buyout Option?

Employment Buyout Offer
Should You Take the Employee Buyout Option?

Should You Take the Early Retirement Offer? All around us, companies are restructuring. Maybe artificial intelligence (AI) and algorithms are...
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See Your Financial Future: Financial Planning

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See Your Financial Future: Financial Planning

See Your Financial Future: Financial Planning The goal of financial planning is to create the future you desire!  Abraham Lincoln's...
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Facing Retirement: Life After Making a Living

Facing Retirement: Life After Making a Living

Facing Retirement: Life After Making a Living Are You Making a Living or Making a Life?  It's often a time...
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Hammered into an Investment?

Businessman With A Hammer
Hammered into an Investment?

The Investment Services Toolbox: Avoiding “Maslow’s Hammer” “I suppose it is tempting, if the only tool you have is a...
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Look at Who Can't Retire at 55!

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Look at Who Can't Retire at 55!

Rock Star Sammy Hagar can’t retire at 55, but maybe you can! Remember rock star Sammy Hagar's rebellious anthem “I...
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What Am I Supposed to Do Now?!

Photo Bob And Marla
What Am I Supposed to Do Now?!

An Unexpected Early Retirement Buyout Let’s face it. Sometimes you can do everything right, and it still feels like you...
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Creating an Estate Plan for a Legacy

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Creating an Estate Plan for a Legacy

Creating an Estate Plan for a Legacy Estate planning is a key component in wealth management and a crucial part...
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Why It’s Important to Plan Ahead for Senior Living

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Why It’s Important to Plan Ahead for Senior Living

Why It’s Important to Plan Ahead for Senior Living The later stages of life can be incredibly rewarding, yet they...
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Is Health REALLY More Important than Wealth in Retirement?

Bloomington Normal Investment Advisor Krista Mcbeath With Dr. Robert Brown Of Elite Chiropractic
Is Health REALLY More Important than Wealth in Retirement?

Retirement & Financial Focus: Health or Wealth; Which is More Important? The topic of Health or Wealth: Which is More...
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What Happens in a First Financial Planning Appointment?

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What Happens in a First Financial Planning Appointment?

What Happens in a First Financial Planning Appointment Starting a conversation about your finances can feel overwhelming. That's why at...
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Alternative Options for Covering Long Term Care Expenses to Protect Assets and Family

Krista On Long Term Care Options
Alternative Options for Covering Long Term Care Expenses to Protect Assets and Family

Long-Term Care Expenses Are Worrisome! I don’t think I’ve ever spoken at an event where there was such a sobering...
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Improving Portfolio Performance with Asset Allocation

Asset Allocation
Improving Portfolio Performance with Asset Allocation

Improving Portfolio Performance with Asset Allocation One of the most important decisions for your investment portfolio is your choice of...
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Charity Support with Kathy Schniedwind, Humane Society of Central Illinois

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Charity Support with Kathy Schniedwind, Humane Society of Central Illinois

Charity Support with Kathy Schniedwind, Humane Society of Central Illinois McBeath Financial Group is proud to showcase a charitable organization...
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Advantages of Funeral Pre-Planning

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Advantages of Funeral Pre-Planning

Advantages of Funeral Pre-Planning with Chad Sparks McBeath Financial Group is delighted to present a special guest interview with local...
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More Than a Financial Advisor

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More Than a Financial Advisor

More Than Just a Financial Advisor in Times of Need If you’ve read my past articles, you know that I’ve...
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Approaching Retirement? Zero In on Your Strategy!

Beach Retirement
Approaching Retirement? Zero In on Your Strategy!

Approaching Retirement? Zero In on Your Strategy! Are You Just a Decade Away from Retirement? Here’s Your Playbook As you...
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Six Key Factors for a 401(k) to IRA Rollover

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Six Key Factors for a 401(k) to IRA Rollover

Six Key Factors for a 401(k) to IRA Rollover If you're contemplating the important financial decision of transferring assets from...
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Avoid These Life Insurance Beneficiary Mistakes

Life Insurance Mistakes
Avoid These Life Insurance Beneficiary Mistakes

Avoid These Life Insurance Beneficiary Mistakes Life insurance serves as a critical financial safety net for your loved ones after...
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Retirement at the Core of Financial Planning

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Retirement at the Core of Financial Planning

Retirement at the Core of Financial Planning Thinking about a fulfilling and financially secure retirement? Navigating the complexities of building...
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A Different Kind of Financial Advisor

Financial Advisor
A Different Kind of Financial Advisor

Redefining the Financial Advisor Experience: Choose Wisely for Lasting Impact Are you aware of the unique traits that set apart...
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Rollover Options When Changing Jobs: Take Your 401(k) and…Roll It!

401k Rollover To Ira
Rollover Options When Changing Jobs: Take Your 401(k) and…Roll It!

Your 401(k) and Job Transitions: How to Handle a 401K Rollover the Right Way Switching careers or facing a job...
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How “Safe” is Your “Safe Money?”

Bury Money In Ground
How “Safe” is Your “Safe Money?”

Unearthing the Truth About “Safe Money” – A Financial Fable and Reality Check In the early days of my career,...
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Lets Talk

Let’s Talk

Schedule An Introductory Call with McBeath
Financial Group

We realize that there can be questions and concerns regarding investments, especially during transitionary periods of life. We invite you to take the first step toward a clearer financial future. Schedule your complimentary 20-minute phone call so we can meet you and learn more about your needs and concerns.

SCHEDULE AN APPOINTMENT

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(309) 808-2224

203 Landmark Dr Unit A
Normal, IL, 61761

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203 Landmark Drive, Unit A, Normal, IL 61761 · Copyright © 2023 · McBeath Financial Group

Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, an Illinois Registered Investment Advisor firm. Insurance products and services are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC. are affiliated. All content of this website is for information purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This site is not a part of the Facebook website or Meta Platforms, Inc. Additionally, this site is not endorsed by Facebook in any way. FACEBOOK is a trademark of Meta Platforms, Inc.

Best of Pantagraph Readers’ Choice Awards results for Best Financial Planner-Krista McBeath, Best Financial Planning Office and Best Investment Firm are released annually, most recently on September 17th, 2023. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor also does not ensure that a current or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the advisor by any client and do not represent any specific client’s evaluation. Although Landmark Wealth Management, Inc. dba McBeath Financial Group has compensated The Pantagraph in the amount of $2,200 for various advertisements, compensation is not a requirement for nominations or award selection. Please contact the advisor for more information regarding how these rankings and ratings were formulated or visit The Pantagraph for a full list of rules.

 

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