McBeath Financial Group

Specialties

McBeath Financial Group is an independent Registered Investment Advisor, overseeing and coordinating finances in Bloomington– Normal, Illinois and surrounding communities. Our mission is to provide the families that we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security.

We specialize in financial planning, investment management, and income tax preparation.

History

Established in 2007.

McBeath Financial Group has evolved over the years. We began as McBeath Tax Advisory Group and transitioned into McBeath Tax and Financial Services, LLC. With the addition of our independent Registered Investment Advisor firm, we now operate under McBeath Financial Group.

Meet the Business Owner

Krista M.

Business Owner

I am the founder and President of McBeath Financial Group. I believe that communication and interaction with my clients on a regular basis is key to understanding their financial and tax planning needs. My firm covers all areas of financial management, from investment and retirement planning to risk management, income tax preparation, strategic income planning and estate conservation.

I am member of the National Association of Insurance and Financial Advisors, The National Ethics Association, National Association of Tax Preparers, as well as a Court of the Table member for the Million Dollar Round Table. I believe in continuing education and completed my Chartered Financial Consultant (ChFC®) designation in 2015. I reside in Bloomington with my husband Robert and daughter Jillian.