Complimentary Guide for the Retirement Journey

10 Questions for a Successful Retirement

FREE GUIDE

Will Your Retirement
Plan Hold Up?

Get our free guide, 10 Questions for Retirement, and discover the key areas to review before retirement decisions become permanent.

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10 important
questions to spot potential gaps

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Clarity and confidence
for better decisions today

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Designed for people
approaching or already in retirement

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10 Questions for Retirement.

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Thank you to our community for recognizing us as Bloomington-Normal’s #1 Financial Planning Office, Investment Firm, and Financial Planner, year after year.

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Financial Planning Office

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Investment Firm

Voted #1 2018-2025

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Financial Planner, Krista McBeath

Voted #1 2021-2025

Recognition based on community voting through Pantagraph Readers' Choice Awards.

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We are a SEC Registered Investment Advisor and always act in your best interest.

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Retirement, investment, tax, and estate planning all working together for you.

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Focused on
Your Future

Personalized strategies designed to help you retire with confidence and clarity.

COMPLIMENTARY EDUCATIONAL GUIDE

What Crucial Blind Spots Are Left Exposed
In Your Current Retirement Strategy?

10 Questions for a Successful Retirement Booklet
💰
Bridge Your Retirement “Income Gap”
Convert retirement assets into a more predictable monthly retirement paycheck.
🧮
Expose Hidden Retirement Tax Liabilities
Learn why retirement taxes are often much higher than many people expect.
🛡️
Defend Against Market Volatility
Discover strategies designed to help protect retirement income during uncertain markets.
❤️
Navigate Healthcare Coverage Gaps
Prepare for healthcare and long-term care expenses before they disrupt retirement plans.
Krista McBeath, McBeath Financial Group

About Krista McBeath

Krista McBeath is the founder and president of McBeath Financial Group, a Bloomington-Normal based wealth management firm focused on retirement planning, investment management, and tax-aware financial strategies.

She created this guide to help those approaching or already in retirement ask better questions for financial stability during this stage of life.

“
Retirement is one of life’s biggest transitions.
The right questions today can help you build
the retirement you’ve worked so hard for.
— Krista McBeath

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