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Website Privacy Policy

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WEBSITE PRIVACY POLICY

Privacy

By using our website you agree to the following privacy policy.  This privacy policy applies to our website and associated landing pages and is subject to change. To view the most recent policy please revisit this page before using our websites. If you have any questions about the website privacy policy, you may contact us.

Website Analytics

We use to tools, such as, but not limited to Google Analytics, Google Webmaster, Bing Webmaster, Quantcast, Facebook, etc to collect information on the usage of our website.

The primary purpose for collecting data on website usage is to identify ways to improve our website and to create a more personal experience.

Information You Provide

By providing us with any contact information on our website (e.g. contact forms, signup/registration forms, etc.) you are agreeing to be contacted by us.  The email address you provide may be used to send requested information, newsletters, blog updates and/or special offers from McBeath Financial Group.  Contact information will not be shared with third parties and we adhere to a strict no-spam policy. If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

Tracking & Cookies Data

We use cookies and similar tracking technologies to track the activity on our Service and we hold certain information.

Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Other tracking technologies are also used such as beacons, tags and scripts to collect and track information and to improve and analyze our Service.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

CONFIDENTIALITY AND SECURITY

We restrict access to  personal information about clients and prospective clients to our employees and vendors on a need to know basis in the course of business required for government oversight and compliance, business operations and in providing services. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

General Data Protection and California Consumer Privacy Act

This Personal Data Request Privacy Policy outlines our procedures and practices for handling personal data requests in compliance with applicable data protection laws, such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). We have established this policy to ensure transparency and to provide individuals with a clear understanding of how to exercise their rights regarding their personal information.

Personal Data Requests - Individuals have the right to request access to, rectification, or deletion of their personal data. To make a personal data request, please use our Personal Data Request Form.
Verification of Identity - For security and privacy reasons, we may require additional information to verify your identity before processing your personal data request. This step is crucial to ensure that we only release or modify personal information to the rightful data subjects.
Processing of Personal Data Requests - Upon receiving a valid personal data request, we will acknowledge receipt and promptly begin processing it. We will aim to respond to your request within , as required by applicable data protection laws.
Access to Personal Data - Upon verification of your identity and approval of your request, we will provide you with access to the personal data we hold about you.
Rectification of Personal Data - If you believe that any of your personal data is inaccurate or incomplete, you have the right to request corrections or updates to that information.
Deletion of Personal Data - You may request the deletion of your personal data if it is no longer necessary for the purposes for which it was collected or if you withdraw your consent (where applicable). However, please note that there may be legal or legitimate reasons that prevent us from immediately complying with your request.

If you have any questions regarding this privacy notice, please contact us at info@mcbeathfinancial.com

 

Copyright © 2026 · McBeath Financial Group

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info@mcbeathfinancial.com

(309) 808-2224

203 Landmark Dr Unit A
Normal, IL, 61761

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203 Landmark Drive, Unit A, Normal, IL 61761 · Copyright © 2026 · McBeath Financial Group

Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, an SEC Registered Investment Advisor firm. 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. All content of this website is for information purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This site is not a part of the Facebook website or Meta Platforms, Inc. Additionally, this site is not endorsed by Facebook in any way. FACEBOOK is a trademark of Meta Platforms, Inc.

Some individuals shown are clients of McBeath Financial Group and have provided written permission for their likeness to be used. They were not compensated, and their experiences may not be representative of all clients. These images are not testimonials or endorsements.

Best of Pantagraph Readers’ Choice Awards results for Best Financial Planner-Krista McBeath, Best Financial Planning Office and Best Investment Firm are released annually, most recently on September 14th, 2025. By visiting this link to the pantagraph award winners, you can view all of the financial categories voted on and all of the winners chosen by voters, including McBeath Financial Group. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor also does not ensure that a current 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. Although Landmark Wealth Management, Inc. dba McBeath Financial Group compensated The Pantagraph in the amount of $920 to enable text voting option in 2025 and had various advertisements in previous years, compensation is not a requirement for nominations or award selection. Please contact the advisor for more information regarding how these rankings and ratings were formulated or visit The Pantagraph for a full list of rules.

 

 

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