The Generational Wealth System by Krista McBeath
A Holistic Approach to Preserving Your Wealth and Legacy
I'm proud to finally announce the release of The Generational Wealth System, a book I've secretly been writing for over a year! You can request a copy now at www.wealth-book.com and receive some nice bonuses. I'm incredibly excited to share my journey towards writing this book and a little about what you can expect from it.
Since I began as a financial planner many years ago, I've felt incredibly blessed by so many who have supported me and chosen me as their financial advisor. I can't begin to tell you how much those relationships have meant to me and how rewarding it's been to pour my heart into serving the people that chose me.
I'm honored that people have entrusted me with their money, many with their entire nest egg under my guidance. I've always regarded this as a sacred responsibility I don't take lightly.
And just as I've detailed in the book, an event opened my eyes to the deeper meaning behind financial planning, which most often goes beyond income, investment, and tax strategies. It's actually about the ones we love and how we can provide a better future for them.
With a clearer vision of the purpose of my career, I committed myself to enhancing my processes for a holistic approach to financial planning. Of course, it's still critical in my profession to help clients preserve their lifestyles and manage their wealth. But holistic planning goes way beyond lifestyle and wealth management. Through holistic planning, our goal is to help provide more wealth for our clients to enjoy. And after we know our clients are taken care of and their plan is enhanced, we can show them one of the most rewarding aspects of planning: the benefit for future generations.
Our planning process has led to tremendous growth for the firm. I'm always excited to welcome new clients to our family while maintaining the relationships with our current ones. But our growth has led to the realization that our capacity to help one-on-one is a finite resource; this often weighs heavily on me.
Fortunately, this book allows me to expand my message to reach others that might benefit from my insights. I hope that this book will help readers navigate towards multigenerational wealth.
I've created a quick two-minute trailer video to share what can be expected from the book.
As you'd expect, the book has an emphasis on an overall multigenerational wealth strategy. You'll find the answers to questions regarding tax planning, long-term healthcare costs, inflation, market fluctuations, trusts, the security of a surviving spouse, and wealth transfer strategies. I even have a chapter written by Estate Planning Attorney Chad Ritchie to clarify probate and estate strategies. And not to worry, this book will provide valuable insights even if you do not have children.
By design, my system utilizes a nautical captain's wheel to outline a step-by-step approach suitable for helping families at various stages of the planning process.
As such, this book isn't just for those with massive bank accounts. It's for anyone with concerns about the well-being of their spouse, children, and future generations. It's for those who want to have a plan in place for a time when they may no longer be there to care for their family. It's also for those who have causes that are dear to their heart and wish to make a difference.
This book is for the legacy makers.
I truly hope the words in my book resonate with you and provide some lasting value. While you'll probably begin to read this book because of your love for your family, I hope you'll find it enjoyable enough to read until the end.
As you can imagine, it's taken an extreme amount of effort to write and publish this book over the past year and a half. I felt that it was a worthwhile investment of my time if I could reach out and help others with my message. And now that it's done, I realize that the hard work really begins.
And I can't do it alone.
If you see how this book can help others, would you help me share it? We are happy to provide your friends with a book gift package! Send them to wealth-book.com, and you can also share this via social media or via email.
Thanks so much for being an important part of my book's success! I will cherish any feedback you have for me.
As a final note, as much as I enjoyed writing this book, my passion is working directly with families, helping them preserve their wealth, lifestyle and legacy. So please remember us as a resource that may be able to help you, your friends, or your family with financial planning and investment needs.
Krista McBeath is an Investment Advisor, Chartered Financial Consultant, a Licensed Insurance Advisor, a Fiduciary, and an experienced tax advisor who specializes in financial planning, investments, and insurance.
Her team utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help their clients avoid a future tax time-bomb. Whether this means enjoying more of your hard-earned money in retirement or passing along assets to loved ones, with less tax burden, planning makes the difference.
Her new book, The Generational Wealth System outlines a holistic approach to preserving lifestyle, wealth and legacy.
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