A Complimentary Gift for You!

Request Your Retirement Resources Pack Today!

Contains All 3 Exclusive Resources

Resource #1:  Free Report

  10 Questions for a Successful Retirement

Does Your Retirement Plan Pass the 10-Question Test?

This Free Report Contains:

  • The 10 Most Important Questions You Need to Answer to Test Your Retirement Plan.
  • How to Evaluate Competing Retirement Strategies.
  • How to Detect the "Income Gap" Between What You have and What You Need...Plus, How to Bridge That Gap!
How Secure Do You Feel About Your Retirement?

You've worked hard and made sacrifices to prepare for retirement. But will your current retirement plan take you all the way? This free report features 10 questions to interrogate your retirement plan. Don’t trust it unless it passes all of them!

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Resource #2: Free Digital Copy of The Bestselling Book

  The Generational Wealth System

  A Holistic Approach to Preserving Your Lifestyle & Legacy

Written by Founder, Krista McBeath

Learn Why a Secure Retirement Begins With Planning a Legacy!
Inside this book you'll learn:
  • The asset-eating threats most advisors overlook (these could rob your family’s inheritance)
  • Why the greatest opportunity for family wealth is being squandered...and it's not your fault!
  • How to enjoy your retirement to the fullest while still leaving a legacy!
  • ​Strategies for confidently pursuing portfolio growth without losing sleep.
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Resource #3:  Free Report

  Costly 401(K) Rollover Mistakes

Do You Know All of the 401(K) Rollover Mistakes That Could Cost You? 
When you read this report, you will learn how to:
  • Avoid the tax penalties that could steal up to 30% of your nest egg
  • Overcome the 9 biggest threats to your retirement income
  • Learn what kind of expert to seek before rolling over your 401(k) and why it's critical to a secure retirement.
You've worked hard and made sacrifices to plan for your retirement.  Don't let these costly errors sidetrack  your dream retirement when rolling over your 401K!
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By registering, you'll receive an electronic copy of the book and two reports, 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 the contents of our package at any time.  McBeath Financial Group reserves the right to verify requests as well as qualify recipients.  
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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. 

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