Mcbeath Financial Group

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 😉).

All we can say is THANK YOU for believing in us, supporting us, and making this possible year after year. 💙 The support means more than words can say.
👉 See the full story here: https://mcbeathfinancial.com/news/2025-readers-choice-awards-bloomington-financial-planning-office/

More info on the voting and disclosures can be found here: mcbeathfinancial.com/disclosures/

Award-Winning Bloomington Financial Planning Office — 2025 Readers’ Choice Voted #1 in three categories—Financial Planning Office, Investment Firm, and Best Planner—in the 2025 Readers’ Choice Awards. We're truly honored.

🎉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!

🔗

Bloomington IL Financial Planning Firm Expands Team McBeath Financial Group, Bloomington IL expands its planning team with two new Financial Planning Assistants, featured by Yahoo Finance and Market Watch

🏁 𝐅𝐢𝐧𝐚𝐥 𝐑𝐨𝐮𝐧𝐝 𝐕𝐨𝐭𝐢𝐧𝐠 𝐢𝐬 𝐎𝐏𝐄𝐍!

Thanks to your nominations, we’re thrilled to be finalists in all three of our financial categories for the 𝑃𝑎𝑛𝑡𝑎𝑔𝑟𝑎𝑝ℎ 𝑅𝑒𝑎𝑑𝑒𝑟𝑠’ 𝐶ℎ𝑜𝑖𝑐𝑒 𝐴𝑤𝑎𝑟𝑑𝑠:

✦ 𝐵𝑒𝑠𝑡 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑃𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑂𝑓𝑓𝑖𝑐𝑒
✦ 𝐵𝑒𝑠𝑡 𝐼𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝐹𝑖𝑟𝑚
✦ 𝐵𝑒𝑠𝑡 𝐹𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑃𝑙𝑎𝑛𝑛𝑒𝑟 – 𝐾𝑟𝑖𝑠𝑡𝑎 𝑀𝑐𝐵𝑒𝑎𝑡ℎ

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

🔗 𝗩𝗼𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲: https://pantagraph.com/exclusive/readerschoice/ballot-2025/

𝑊ℎ𝑒𝑡ℎ𝑒𝑟 𝑦𝑜𝑢 𝑡𝑒𝑥𝑡, 𝑣𝑜𝑡𝑒 𝑜𝑛𝑙𝑖𝑛𝑒, 𝑜𝑟 𝑗𝑢𝑠𝑡 𝑐ℎ𝑒𝑒𝑟 𝑢𝑠 𝑜𝑛—𝑦𝑜𝑢𝑟 𝑠𝑢𝑝𝑝𝑜𝑟𝑡 𝑚𝑒𝑎𝑛𝑠 𝑡ℎ𝑒 𝑤𝑜𝑟𝑙𝑑 𝑡𝑜 𝑢𝑠. 💛

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/

Are Fee-only Financial Advisors In The Best Interest of Your Retirement? 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.

📢 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.

𝐵𝑢𝑡 𝑤ℎ𝑎𝑡 𝑖𝑓 𝑡ℎ𝑒 𝑠𝑒𝑐𝑟𝑒𝑡 𝑡𝑜 𝑝𝑟𝑜𝑡𝑒𝑐𝑡𝑖𝑛𝑔 𝑦𝑜𝑢𝑟 𝑙𝑖𝑓𝑒𝑠𝑡𝑦𝑙𝑒 𝑛𝑜𝑤 𝑖𝑠 𝑝𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑓𝑜𝑟 𝑎 𝑟𝑒𝑡𝑖𝑟𝑒𝑚𝑒𝑛𝑡 𝑦𝑜𝑢 𝑑𝑜𝑛’𝑡 𝑒𝑣𝑒𝑛 𝑒𝑥𝑝𝑒𝑐𝑡 𝑡𝑜 ℎ𝑎𝑣𝑒?

Find out why long-term planning matters more than you think:
➡️ https://mcbeathfinancialgroup.com/blog/why-plan-retirement-past-85/

𝑩𝒆𝒄𝒂𝒖𝒔𝒆 𝒏𝒐𝒃𝒐𝒅𝒚 𝒘𝒂𝒏𝒕𝒔 𝒕𝒐 𝒇𝒊𝒏𝒅 𝒕𝒉𝒆𝒎𝒔𝒆𝒍𝒗𝒆𝒔 𝒕𝒘𝒆𝒏𝒕𝒚 𝒚𝒆𝒂𝒓𝒔 𝒊𝒏𝒕𝒐 𝒓𝒆𝒕𝒊𝒓𝒆𝒎𝒆𝒏𝒕 𝒏𝒆𝒆𝒅𝒊𝒏𝒈 𝒕𝒐 𝒈𝒐 𝒃𝒂𝒄𝒌 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒇𝒐𝒓 𝒎𝒊𝒏𝒊𝒎𝒖𝒎 𝒘𝒂𝒈𝒆.

Why We Plan for Retirement Past 85 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.