What Questions SHOULD You Be Asking about your Retirement?
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How Secure Do You Feel About Your Retirement?

You've worked hard and made sacrifices to prepare for retirement. But do you know the resources you'll need to sustain the retirement you dream of? These are the 10 Questions you MUST answer to help give the peace of mind to enjoy some of life's best years!

Here's What You'll Learn in This 10 Question Retirement Guide!

  • The 10 Most Important Questions You Need to Answer to Test Your Retirement Plan.
  • Retirement Strategies to Achieve Your Goals.
  • Calculating an Income Gap and Strategies to Eliminate a Shortfall.​
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Krista McBeath, ChFC®

President, McBeath Financial Group
203 Landmark Drive, Normal, IL

Krista McBeath is an Investment Advisor, Chartered Financial Consultant, a Licensed Insurance Advisor, a Fiduciary, and an experienced tax advisor who specializes in financial planning, investments and 
insurance.

McBeath Financial Group’s financial planning process integrates the personal touch of a relationship-based advisor with high-tech software tools to assess a client’s current portfolio and then analyze options from a variety of financial vehicles.
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Advisory services are offered through McBeath Financial Group and Motiv8 Investments, LLC. McBeath Financial Group and Motiv8 Investments, LLC are not affiliated. 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. 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. McBeath Financial Group is registered as an investment advisor and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.  Information presented is believed to be current and should not be viewed as personalized investment advice. Content should not be viewed as an offer to buy or sell any of the securities discussed You should consult with a professional advisor before implementing any strategies discussed. 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. Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results. There are no assurances that an investor’s 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. 

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