The Lifestyle & Legacy Retirement Collection

A Complimentary Boxed Set of Retirement Tools

Planning for Retirement Isn’t Always Simple

Resources for Those Facing More Complex Financial Decisions

As retirement approaches, many financial decisions become more connected — from investments and taxes to retirement income and long-term legacy planning.

That’s why McBeath Financial Group created the complimentary Lifestyle & Legacy Planning Collection — a curated package of retirement resources designed to provide thoughtful guidance you can review privately and explore at your own pace.

Complete the form below to request your complimentary collection.

Request Your Copy

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COMPLIMENTARY WEALTH & RETIREMENT BOOK

A Different Approach to Retirement Planning

Best Seller Amazon Book

Why some of the best financial decisions start by asking different questions.

Are financial advisors failing many of the families that are paying them for investment advice? Isn't a short-sighted approach to retirement planning forsaking what's most important?

Many retirement conversations focus on investment returns, account balances, and income projections. The Generational Wealth System explores a broader perspective—examining how retirement, taxes, investments, wealth preservation, and family goals often connect in ways many people never consider. Readers often discover that shifting the way they think about wealth can uncover opportunities and strategies they may not have previously considered.

The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, security of a surviving spouse, wealth transfer strategies, and more are part of the holistic approach that may lead to a rewarding legacy.

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.

Our Lifestyle & Legacy Gift Box Revealed!

  • Amazon Best Seller: The Generational Wealth System
  • Retirement Booklet: 10 Questions for a Successful Retirement
  • Financial Horizons Monthly: Tips for Wealth, Lifestyle & Legacy
  • Much More!

Request it Now!

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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2026 Best of Readers Choice Winner

Voted Bloomington Area's First Choice!

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

★
Financial Planning Office

Voted #1 2017-2026

★
Investment Firm

Voted #1 2018-2026

★
Best Financial Planner, Julie Karstens

Voted #1 2026

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

🛡️

Fiduciary.
Always.

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

👥

Comprehensive
Financial Planning

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

📍

Local. Independent.
Fee-Only.

Proudly serving Bloomington-Normal and surrounding communities.

🤝

A Team
Approach

CFP® and ChFC® professionals collaborating together to support your goals.

📈

Focused on
Your Future

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

Ready To Start The Conversation?

If You'd Like to Talk With Us, There's No Reason to Wait

schedule a complimentary Introductory Call with McBeath Financial Group, and our team will make sure the Lifestyle & Legacy Retirement Collection arrives at your doorstep before your scheduled conversation.

This brief call is an opportunity to learn more about your goals, answer initial questions, and determine whether our planning approach may be a good fit for your situation.

SCHEDULE AN INTRODUCTORY CALL

Submission of request for our complimentary book package serves as request for our book package, as well as related content from McBeath Financial Group. If you feel the information isn't relevant to you, please feel free to unsubscribe at any time. Your information will not be shared. We don't spam and you can unsubscribe from our financial insights at any time.
McBeath Financial Group reserves the right to make adjustments to the contents of our package at any time. McBeath Financial Group reserves the right to verify requests as well as qualify recipients.