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Landmark Wealth Management Inc, dba McBeath Financial Group, is an SEC Registered Investment Advisor firm. McBeath Financial Group is a Registered Investment Advisory Firm, providing wealth management, investments and insurance services. McBeath Financial specializes in comprehensive financial planning that entails retirement planning and legacy wealth management. Plans are created utilizing estat
e planning and tax principle fundamentals. Plans are implemented utilizing financial vehicles to achieve our client’s goals for a more secure and fulfilling retirement. 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. 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. 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 15th, 2024. 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. https://pantagraph.com/eedition/special-section/page-l1/page_dbbf39d2-4251-579b-af0e-71da07e344c8.html 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 $600 to enable text voting option in 2024 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. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the author on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. McBeath Financial Group includes Social Security benefits as a part of our comprehensive financial planning. However, we are not affiliated with the Social Security Administration and do not provide estimates of Social Security benefits. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. Tax and legal information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Social Security, tax, and estate planning rules and regulations are subject to change at any time. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Insurance product guarantees are subject to the claims-paying ability of the issuing company. None of the photographs or videos are of current or former clients. The photographs should not be construed as an endorsement or testimonial from any of the persons in the photograph. Comments on behalf of the advisor’s book should not be viewed as a testimonial for the firm’s advisory services. There is no guarantee that another individual’s experience will be representative of the individual providing the favorable comments, and no guarantees of performance or success are offered. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Please contact the advisor for more information regarding how these rankings and ratings were formulated.
10/28/2025
𝐏𝐚𝐧𝐭𝐚𝐠𝐫𝐚𝐩𝐡 𝐑𝐞𝐚𝐝𝐞𝐫'𝐬 𝐂𝐡𝐨𝐢𝐜𝐞 𝐀𝐰𝐚𝐫𝐝𝐬 #𝟏
We finally got our banner installed, to commemorate last month's announcement — just in time for the fall breeze! 🍂
We wanted to document with a post, before the season's harsh winds shred it!
It may seem like old news, but even though the awards were announced last month, we’re still feeling honored and grateful for everyone who made it possible.
𝗜 𝗰𝗮𝗻’𝘁 𝗯𝗲𝗹𝗶𝗲𝘃𝗲 𝘆𝗼𝘂 𝗱𝗶𝗱 𝘁𝗵𝗶𝘀 – 𝘼𝙂𝘼𝙄𝙉! 🤯
Because of 𝑌𝑂𝑈, we’ve been recognized in The Pantagraph 2025 Readers’ Choice Awards and with your support, 𝑤𝑒’𝑣𝑒 𝑏𝑒𝑒𝑛 𝑣𝑜𝑡𝑒𝑑 #1 𝑖𝑛 𝑒𝑣𝑒𝑟𝑦 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑐𝑎𝑡𝑒𝑔𝑜𝑟𝑦 𝑤𝑒 𝑤𝑒𝑟𝑒 𝑒𝑙𝑖𝑔𝑖𝑏𝑙𝑒 𝑓𝑜𝑟 – 𝑜𝑛𝑐𝑒 𝑎𝑔𝑎𝑖𝑛!🙌
🏆 #1 Best Financial Planning Office (9 years in a row)
🏆 #1 Best Investment Firm (8 years in a row)
🏆 #1 Best Financial Planner – Krista McBeath (5 years in a row)
SO many years, again and again you and the rest of the community have touched our hearts. Honestly, we’re still trying to wrap our heads around it. Every year, we’re amazed that so many of you take the time to vote — and we’re left speechless (well, almost 😉).
More info on the voting and disclosures can be found here: mcbeathfinancial.com/disclosures/
Voted #1 in three categories—Financial Planning Office, Investment Firm, and Best Planner—in the 2025 Readers’ Choice Awards. We're truly honored.
09/04/2025
🎉𝐖𝐞𝐥𝐜𝐨𝐦𝐢𝐧𝐠 𝐓𝐖𝐎 𝐍𝐞𝐰 𝐓𝐞𝐚𝐦 𝐌𝐞𝐦𝐛𝐞𝐫𝐬 - 𝐂𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐀𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧! 🎉
We’re proud to share that our firm has once again been featured by a nationally recognized media outlets for our continued growth! This time, the spotlight is on the addition of two new Financial Planning Assistants — Ian Cavallo and Nathan Sandon. (𝐶𝑢𝑟𝑖𝑜𝑢𝑠 𝑤ℎ𝑖𝑐ℎ 𝑜𝑢𝑡𝑙𝑒𝑡𝑠? 𝐶𝑙𝑖𝑐𝑘 𝑡ℎ𝑒 𝑙𝑖𝑛𝑘 𝑏𝑒𝑙𝑜𝑤! 👀)
𝙃𝒆𝙧𝒆’𝒔 𝒕𝙝𝒆 𝒔𝙩𝒐𝙧𝒚 𝒃𝙚𝒉𝙞𝒏𝙙 𝙩𝒉𝙚 𝙣𝒆𝙬𝒔: the plan was to hire one Financial Planning Assistant. But during interviews, two candidates stood out—strong qualifications, great character, and a connection we felt would fit with our team dynamic. We literally couldn’t choose who not to hire… so we stretched and brought both on board!
Why it matters: this growth helps us continue delivering the concierge-level support our clients appreciate while building capacity to meet increasing demand.
👉 Join us in welcoming Ian and Nathan to the McBeath Financial Group family — we look forward to you meeting them very soon!
🔗
McBeath Financial Group, Bloomington IL expands its planning team with two new Financial Planning Assistants, featured by Yahoo Finance and Market Watch
07/31/2025
𝐈𝐭 𝐖𝐨𝐫𝐤𝐞𝐝 𝐅𝐢𝐧𝐞 𝐟𝐨𝐫 𝐘𝐞𝐚𝐫𝐬… 𝐔𝐧𝐭𝐢𝐥 𝐈𝐭 𝐃𝐢𝐝𝐧’𝐭
We’d just wrapped up an incredible week serving as small group leaders at MIX—a powerful experience for junior high students centered on faith, friendships, and personal growth. Jillian, our daughter, was part of my group, surrounded by her best friends. It was a week we’ll never forget.
But we weren’t prepared for the homecoming.
Tired but content, we stepped into our home—and onto wet floors in our kitchen.
And it got worse. As we investigated the carnage in our basement, our hearts sank.
Water rained from the ceiling into Jillian’s newly finished hangout room—a space she had helped plan and set up as a birthday gift. It was her dream room, down to the last detail. And now, it was being destroyed.
She stood in the doorway, silent at first. And then came the tears.💔 💔 💔 💔
All of it—ruined by a hose line behind the fridge. A hose that had quietly done its job for years… until the moment it didn’t.
It was gut-wrenching.
Not because of the hose. But because of what it took from someone we love.
And sadly, we’ve seen people blindsided in retirement the same way.
Not because their plan was bad. But because no one ever pointed out the hidden risks.
Because no one helped them ask the right questions—until it was too late.
That’s exactly why we believe so deeply in proactive, holistic planning.
Because we’ve seen what can happen when a million-dollar 401(k) doesn’t stretch far enough.
When inflation, taxes, or a market shift hits harder than expected.
When a financial surprise forces someone to change the retirement they worked their whole life for.
Now, it’s time to cast your daily vote to help decide the winners!
📱 𝗧𝗲𝘅𝘁 𝘁𝗼 𝘃𝗼𝘁𝗲: Send 3 individual texts to 𝟯𝟬𝟵-𝟳𝟮𝟰-𝟱𝟮𝟱𝟴:
• 144 for Best Financial Planning Office
• 145 for Best Investment Firm
• 146 for Best Financial Planner
𝐍𝐞𝐰 𝐁𝐥𝐨𝐠 𝐏𝐨𝐬𝐭: 𝐖𝐡𝐚𝐭 𝐃𝐨𝐞𝐬 𝐈𝐭 𝐌𝐞𝐚𝐧 𝐭𝐨 𝐁𝐞 𝐚 𝐅𝐞𝐞-𝐎𝐧𝐥𝐲 𝐀𝐝𝐯𝐢𝐬𝐨𝐫?
This is a question that comes up from time to time—especially when someone’s comparing different types of financial advisors or simply trying to understand what makes one approach different from another.
If you’ve ever wondered what the term “Fee-Only Financial Advisor” actually means—and why some people make a point to work with one—I wrote this to help explain it.
Many of you already know this firsthand (and we’re honored to walk that journey with you). But if you’re curious about how different compensation models work—and how they might affect advice—it’s a helpful read.
📖 Check out the article here: mcbeathfinancialgroup.com/blog/fee-only-financial-advisors-bloomington-normal/
Curious what a fee-only financial advisor really is—and why it might matter for your retirement? Discover how compensation models impact the advice you receive and what to consider when choosing a financial advisor in Bloomington-Normal.
06/02/2025
📢 𝐖𝐡𝐲 𝐏𝐥𝐚𝐧 𝐟𝐨𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐏𝐚𝐬𝐭 𝟗𝟓—𝐄𝐯𝐞𝐧 𝐈𝐟 𝐘𝐨𝐮 𝐖𝐨𝐧’𝐭 𝐋𝐢𝐯𝐞 𝐓𝐡𝐚𝐭 𝐋𝐨𝐧𝐠?
Our newest article will challenge the way you think about retirement planning…
It sounds counterintuitive, but planning for a retirement that lasts past 95—even if you don’t expect to live that long—is actually the key to a stronger, more secure retirement today.🗝️
Here’s the paradox: Many people aren’t worried about leaving behind a legacy. They want to enjoy life as much as possible between retirement and 85—but they also don’t want to run out of money.
Others can’t envision themselves living into their 90s, so they focus on a plan that only takes them so far.
The counter-intuitive approach to retirement planning for living past 85 that may bring both short and long-term rewards, security and peace of mind.
05/01/2025
📢 𝒀𝒐𝒖 𝑱𝒖𝒔𝒕 𝑴𝒊𝒈𝒉𝒕 𝑺𝒆𝒆 𝑼𝒔 𝑷𝒆𝒆𝒌𝒊𝒏𝒈 𝒂𝒕 𝒀𝒐𝒖 𝒇𝒓𝒐𝒎 𝒂 𝑵𝒆𝒘𝒔𝒔𝒕𝒂𝒏𝒅 𝒐𝒓 𝑬𝒗𝒆𝒏 𝒀𝒐𝒖𝒓 𝑴𝒂𝒊𝒍𝒃𝒐𝒙!
We’re honored to be the cover story in the May edition of Healthy Cells Magazine—and even more proud of the story behind it.
This new feature dives into the values, vision, and team that have shaped McBeath Financial Group into the firm it is today. From a solo practice to a growing advisory team, our foundation has always been the same: relationships, service, and long-term planning that puts families first.
We’re so thankful for the continued support of our clients and community. You’ve helped make this journey possible, and we’re excited for what’s ahead.
04/18/2025
𝐇𝐀𝐏𝐏𝐘 𝐍𝐀𝐓𝐈𝐎𝐍𝐀𝐋 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 𝐀𝐃𝐕𝐈𝐒𝐎𝐑𝐒 𝐃𝐀𝐘! 🎉
Sitting at the front of the office gives me a front-row seat to the incredible dedication, knowledge, and care that our advisors bring to the table every single day.
Krista, Julie, Zack, and Clark — it's truly inspiring to see how much you care about our clients’ goals and how committed you are to helping them build their financial futures. Your passion and hard work don’t go unnoticed, and I’m so proud to support such an amazing team.
To celebrate you all today, what better way than with a snack bar full of your favorite treats? You deserve it! 🍫🙌
We couldn’t be more thrilled to share that Julie Karstens has officially become one of our shareholders at McBeath Financial Group!
This important milestone is a result of her dedication and leadership, and also reflects on her growing role in helping shape the future of our firm. As McBeath Financial Group continues to grow, Julie’s expanded involvement supports our long-term vision for stability, exceptional service, and leadership continuity.
See Krista McBeath’s official announcement and what this means for the company now—and for the future:
McBeath Financial Group announces Julie Karstens has joined the ownership team as a shareholder, marking a meaningful step in the firm’s continued growth and future leadership development.
04/01/2025
𝑨𝒏 𝑬𝒂𝒓𝒍𝒚 𝑹𝒆𝒕𝒊𝒓𝒆𝒎𝒆𝒏𝒕 𝑶𝒇𝒇𝒆𝒓: 𝑾𝒉𝒂𝒕 𝑾𝒐𝒖𝒍𝒅 𝒀𝒐𝒖 𝑫𝒐?
Imagine working hard for decades, only to be faced with an unexpected decision about your future.
For some, a Retirement Severance Package lands on their desk out of the blue, sparking questions like:
❓What does this mean for my financial future?
❓How will this affect my retirement plans?
❓What’s the next step for me and my family?
Even if this hasn’t happened to you, someone you know might be navigating this kind of change. That’s why we’re sharing insights to help:
✔ Break down the components of an Early Retirement Offer.
✔ Plan for the next phase of life, whether it’s retirement or a career pivot.
✔ Approach these decisions with clarity and confidence.
👉 Read the article here: www.mcbeathfinancial.com/blog/early-retirement-offer
Sometimes, unexpected changes can bring unexpected opportunities. With the right tools and mindset, it’s possible to turn a difficult moment into a chance to build something better. 🌟
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McBeath Financial Group is a Registered Investment Advisory Firm in Bloomington-Normal, IL that provides families the peace of mind of having a comprehensive retirement plan.
Wealth comes with both risk and reward. As you achieve your goals and your wealth grows, life gets more complex. There is more to manage and you have more exposure to losing your hard earned nest egg. Now more than ever, you need to rethink your strategy of how to navigate through the risk and reward of wealth. That’s what we do!
Our reputation is built on a track record of working with people who like to succeed, people like you. Our process is sound and solid. We define your goals, review your assets, analyze your needs, provide recommendations, implement strategies, monitor and track your progress online, and work with you to refine and revise along the way. If you want a secure financial future, let us show you how.
Investment advisory services offered through Motiv8 Investments, LLC and McBeath Financial Group, a Registered Investment Advisory 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 companies. Licensed Insurance Professional. All written content on this site 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. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
