Get to Know McBeath Financial Group
Our mission is to provide the individuals and families we serve with tested financial strategies, solutions, and planning that can provide financial clarity and security.
Our Philosophy in Working With Clients
Our philosophy of financial planning is to gather reliable information about the client’s personal financial situation; determine the client’s goals and objectives, time horizon, and risk tolerance; to analyze all the preceding information objectively, and to develop recommendations for our clients. We have a patient and in-depth approach to illustrating implications of these choices. Finally, if a recommendation is made and changes are necessary, we are here to implement those changes approved by our clients, and to periodically update the plan adopted. Moreover, we believe that a client should have clarity in understanding their financial affairs. Accordingly, we believe in educating our clients about their financial situation, progress and plans.
A Foundation of Trust
As a fiduciary, McBeath Financial Group is bound to act in the interest of our client and to place his or her interest ahead of our own. We strive to be the trusted advisor that our clients can count on to have the highest standards in ethics.
Principles of Financial Planning Which Will Be Utilized
We have a holistic and comprehensive approach to investments. We realize that every individual has a unique situation and every piece of their financial situation has an impact on the entire picture. As such, no individual investment, transaction or financial strategy can exist in a bubble, but must fit as part of the long-term, financial plan to achieve goals. Our planning includes the integration of income, growth and safety, liquidity, taxation, inflation, health-care, longevity and survivor-ship risks, legacy planning and much more.
Our Team
Krista McBeath, ChFC®
President • Investment Advisor Representative
Krista McBeath is the founder and President of McBeath Financial Group. Krista believes that communication and interaction with her clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Krista believes that at the nucleus of a successful retirement plan must be a comprehensive and cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Furthermore, an assortment of cutting edge software programs are utilized in calculating and testing various scenarios in protecting against risks. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for changing economic climate.
Krista is a member of the National Association of Insurance and Financial Advisors, The National Ethics Association, National Association of Fixed Annuities, National Association of Tax Preparers, as well as a Court of the Table member for the Million Dollar Round Table. Krista also is proud to have earned the designation of Chartered Financial Consultant (ChFC®) in 2015. Mrs. McBeath resides in Bloomington with her husband Robert and daughter Jillian.
Email: [email protected]
Carol Amb
ler, Executive Assistant
Carol joined our office in early 2017 and quickly transitioned into many roles. As the Executive Assistant, Carol is versatile and indispensable to the operations of McBeath Financial Group. Carol oversees numerous areas of the office, including her specialty in planning client events and educational workshops. In addition, her role in assisting clients with a smile is a gift for all!
Carol continues to grow and take on additional responsibilities critical to the growth of the company. With Krista's coaching, she is gaining proficiency of the technology involved with our financial planning systems. This has allowed Carol to grow into an important role in the administration of the financial planning process.
Carol’s formal education is a Master of Science and Bachelor of Science in Business Education from Eastern Illinois University. Her background is administration and human resources from the manufacturing industry and educational arena. She resides in Bloomington with her husband Ben and daughter Brittany.
Email: [email protected]
Tara Allen, Client Services
Tara joined our team in January 2018 to assist with our busy tax season. Initially intended as a temporary position to utilize her strengths and experience in client relations, she has proven to be an asset for our team. Although new to the financial services industry, her skills in learning systems and attitude earned her a full-time permanent position in June 2018. In addition to assisting with client service needs and scheduling, she is growing into a role working in the paperwork processing for our investment and insurance practice.
As part of this ongoing grooming process, she has recently completed her studies and successfully passed her examination to become a licensed insurance agent in Illinois. This will allow her to better understand and address questions for our clients.
Tara is a Bloomington-born resident. She resides in Normal with her fur baby chihuahuas, Gidget and Sailor.
Email: [email protected]
Robert McBeath,
Vice-President • Investment Advisor Representative
As Krista's husband, Robert has had a strong influence in the inception and growth of the company. With over 2 decades of experience as an entrepreneur and business owner, his background in small business operations and leadership contribute to the success. As the McBeath Financial Group has grown, so has his role behind the scenes in collaborating on goal driven growth strategies and system development. His responsibilities include strategic marketing systems, accounting functions and more.
Robert is a licensed insurance agent for the state of Illinois as well as an Investment Advisor Representative.
Email: [email protected]