Planned and Purpose Driven
Wealth Management
Retire smarter. Live life on your terms. Leave a legacy.
Full Wealth Management Services
Streamline and enhance your financial strategy
At McBeath Financial Group, we understand the effort you have put into building your wealth and believe
you shouldn't have to work as hard to manage it, grow it, or protect it. That's why we offer a comprehensive
wealth management system, combining financial planning, investment management, and tax strategies.
Whether your financial goals include retirement planning or estate planning it’s our mission to give you
peace of mind and enable you to enjoy your daily life without worrying about the future.
A Full-Service Financial Firm
One destination to synchronize all facets of finances for
simplified and more efficient financial planning, investing,
tax strategy, legacy planning, and more.
Financial Planning
A detailed analysis of finances and goals, with precise planning for creating a path for achieving an optimal outcome
- Protect and preserve your retirement lifestyle
- Develop an estate plan for multigenerational wealth
- Prepare for unexpected life events and financial emergencies
Asset Management
Managed investments, optimized for a balance of safety and growth to match defined goals and risk tolerance
- Custom Exchange Traded Funds portfolio allocated for optimal risk-adjusted returns
- Proactive management and monitoring of investments portfolio to meet objectives
- Regular meetings, reporting, and live access to portfolio performance
Tax Strategy
Maximize tax-efficiency by incorporating all financial elements to achieve financial goals while minimizing the overall tax burden
- Manage Roth and 401K conversion strategies
- Establish estate transfer plans to reduce heirs’ tax liability
- Incorporate charitable distribution strategies
Value-Added Services:
- Retirement Timing Analysis
- Safe Withdrawal Rate Analysis
- Cash Flow Based Planning
- Income Planning and Withdrawal Analysis
- Household Expense Analysis
- Social Security Timing
- Evaluate Pension Options
- Beneficiary Review for Probate Avoidance
- Gifting Strategies
- Trust Recommendations
- Oversight of Estate Planning Documents
- Navigating Loss of a Spouse
- Generational Wealth Coordination
- Analyze IRMAA Medical Surcharge
- Premature Death of Spouse Strategy
- Monte Carlo Stress Test Plans
- Financial Plan Updates
- Required Minimum Distribution (RMD) Oversight
- Longevity Risk Planning
- 401(K) Rollovers
- Safe Money Options
- Asset Distribution Recommendations
- Asset Allocation Analysis
- Allocation Adjustments to Managed Assets
- Portfolio Rebalancing for Managed Assets
- Online Access to Custodial Platform
- Tax Forecast
- Tax-Efficient Investing
- Annual Strategic Tax Planning
- Tax-Loss Harvesting
- Adjustments for Tax Policy Changes
- Tax Bracket Management
- Life Insurance Review
- Long-Term Care Insurance Analysis
- Annuity Review
- Evaluate Employee Retirement Healthcare
- Adjusting Income to Reduce Medicare Rates
- Evaluate Voluntary Early Retirement Offers
- Navigating a Severance Package
- Simplifying, Consolidating and Organizing Finances
- Wealth Management Online Portal
- Inheritance/Windfall Investment Strategies
- Coordinate with Attorneys, CPAs or EAs
Our Lifestyle & Legacy Wealth
Management Process
Safeguard Your Lifestyle, Grow Your Wealth
And Build a Legacy
We understand retirement planning is a first priority for protecting your quality of life, but shouldn’t you expect more from a lifetime of saving and sacrifice? You have dreams, but the process of planning and managing your finances can feel daunting and stressful, particularly given the multitude of variables and uncertainties involved. This is where our team comes in.
As financial advisors, we use our years of experience to guide you through the complexities of financial planning, investment planning, and tax planning, while taking a holistic approach to wealth management that is centered on your unique goals.
Let us provide you with insight into the opportunities and potential rewards that come with proactively managing your personal financial situation!
Featured Case Studies
View Hypothetical Examples Of How We Can
Apply Our Experience To Different Situations.
Aspiring Early Retirees Seeking a Secure Retirement Plan
Aspiring Early Retirees Seeking a Secure Retirement Plan
Aspiring Early Retirees Seeking a Secure Retirement Plan Bob and Jill, a couple in their mid-50s, were employed by a local Fortune 500 insurance company. They had long dreamt of...
READ FULL CASE STUDYTax Concerns Threaten a Dream and a Legacy
Tax Concerns Threaten a Dream and a Legacy
Tax Concerns Threaten a Dream and a Legacy Five years into their retirement, Jeff and Karen were happily living a comfortable lifestyle. They had saved and invested well for retirement....
READ FULL CASE STUDYCharity Driven Retiree
Charity Driven Retiree
Transforming Heartache into a Blessing with a Charitable Tax Strategy Linda, a 67-year-old retired nurse, has always had a love for animals. After she adopted her Corgi from the Humane...
READ FULL CASE STUDYSecuring a Legacy for a Blended Family
Securing a Legacy for a Blended Family
Securing a Legacy for a Blended Family John (63) and Emily (58) are a married couple with a blended family. Emily has two adult children, Kaitlyn (32) and Michael...
READ FULL CASE STUDY
The Generational Wealth System
by Founder, Krista McBeath
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