Press Release: Bloomington Normal Financial Planning Firm Adds CERTIFIED FINANCIAL PLANNER™ Professionals
We're proud to share that our team's ongoing commitment to professional growth has been featured by notable platforms, Yahoo Finance News and Morningstar News. The dedication to excellence in our industry shines through with Julie Karstens and Zack Brewer, both of whom have now earned the valued designation of CERTIFIED FINANCIAL PLANNER™.
For a more in-depth look at their journeys and the added value they bring to our firm, please take a moment to read the news release featured on Yahoo Finance and Morningstar:
McBeath Financial Group Strengthens Team with Addition of Two Certified Financial Planners
We're truly grateful for the opportunities to serve our clients and continue our growth as financial planners in Bloomington Normal.
Related Article: CERTIFIED FINANCIAL PLANNER™ Professional Reveals the Challenge and Reward Behind the Certification
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.
She utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help her 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.
Related Articles: Financial Planning, Voted Bloomington-Normal's Best Financial Planning Office, Your Financial Planner Team in Bloomington Normal
