Retire smarter. Live life on your terms. Leave a legacy
Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, a Registered Investment Advisor. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. 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 entities.
Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the author on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed.
McBeath Financial Group includes Social Security benefits as a part of our comprehensive financial planning. However, we are not affiliated with the Social Security Administration and do not provide estimates of Social Security benefits. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Tax and legal information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Social Security, tax, and estate planning rules and regulations are subject to change at any time.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.
Insurance product guarantees are subject to the claims-paying ability of the issuing company.
None of the photographs or videos are of current or former clients. The photographs should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Comments on behalf of the advisor’s book should not be viewed as a testimonial for the firm’s advisory services. There is no guarantee that another individual’s experience will be representative of the individual providing the favorable comments, and no guarantees of performance or success are offered.
Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client 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. Please contact the advisor for more information regarding how these rankings and ratings were formulated.