Company Logo
To Request our Free Lifestyle & Legacy Gift Box, complete the info below.
Interesting Image

Our Complimentary Gift for You!

Request our Free Lifestyle & Legacy Gift Box!

Request Your Copy

Total Retirement and Investment Assets

*Email verification will be requested.  See below for privacy and offer details.
The Generational Wealth System
A Holistic Approach to Preserving Your Wealth, Lifestyle & Legacy
The Generational Wealth System


Are financial advisors failing many of the families that are paying them for investment advice?  Isn't a short-sighted approach to retirement planning forsaking what's most important?

Protecting our family.

Isn't there a better path towards pursuing a legacy that eclipses a secure retirement?  The first step is to consider financial strategies beyond pursuing 'market returns' or 'income distribution planning’!

This book is for those legacy makers that are looking beyond retirement.

The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy. 

A Message from the Author, Krista McBeath

"A System for Protection of Wealth and Lifestyle without Sacrificing Legacy"

Excellent framework with both strategies & tactics to take control of your wealth journey 
 Krista McBeath makes a great connection to her readers, information is easy to understand.
It doesn’t matter where you are financially or in age, you’ll find great principles in this book.

In her best selling book, Krista's unique style of writing will entertain and teach:

  •  Threats to your assets and how to leverage wealth to protect your family's inheritance.
  • Strategies for confidently pursuing portfolio growth without losing sleep.
  • How to enjoy the fruits of your labors while living and giving for maximum rewards. 
  • How to avoid a retirement tax strategy that could leave a tax nightmare for your heirs.

About the Author, Krista McBeath

“I believe traditional financial planning is a short-sighted approach that may be costing too many families the greatest opportunity for generational wealth-building in our life-time!"

Krista McBeath is the founder and CEO of McBeath Financial Group and Landmark Wealth Management, Inc., and President of McBeath Tax and Financial Services, LLC. While consistently earning top achievement awards within her industry, she’s most proud of the honor awarded by the community she serves. For six consecutive years, she’s been voted the #1 Best Financial Planner in the Pantagraph Reader’s Choice Awards.

Krista has a long history of sharing her personal insights on financial related matters in various publications.  In addition to her newsletters and her blog at, she's also published monthly in 50 Plus News and Views as well as Healthy Cells Magazine.

Our Lifestyle & Legacy Gift Box Revealed!

  •  Amazon Best Seller:  The Generational Wealth System
  • Retirement Booklet:  10 Questions for a Successful Retirement
  • Financial Horizons Monthly:  Tips for Wealth, Lifestyle & Legacy 
  • ​Much More!
By registering, you'll receive email information regarding the book launch, as well as related content from McBeath Financial Group.  If you feel the information isn't relevant to you, please feel free to unsubscribe at any time.  Your information will not be shared.  We don't spam, and we don't bore our subscribers.  We also don't charge to receive the info...but we should 😄.
McBeath Financial Group reserves the right to make adjustments to our Lifestyle & Legacy Gift Contents.  McBeath Financial Group reserves the right to verify requests as well as qualify recipients.  Unqualified submissions may receive digital assets via email as a substitute.
McBeath Financial Group - COPYRIGHT @ 2024 - ALL RIGHTS RESERVED
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 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. 

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