Mcbeath Financial Group

e planning and tax principle fundamentals. Plans are implemented utilizing financial vehicles to achieve our client’s goals for a more secure and fulfilling retirement. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Best of Pantagraph Readers’ Choice Awards results for Best Financial Planner-Krista McBeath, Best Financial Planning Office and Best Investment Firm are released annually, most recently on September 15th, 2024. By visiting this link to the pantagraph award winners, you can view all of the financial categories voted on and all of the winners chosen by voters, including McBeath Financial Group. https://pantagraph.com/eedition/special-section/page-l1/page_dbbf39d2-4251-579b-af0e-71da07e344c8.html Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor also does not ensure that a current or prospective client will experience a higher level of performance. These ratings should not be viewed as an endorsement of the advisor by any client and do not represent any specific client’s evaluation. Although Landmark Wealth Management, Inc. dba McBeath Financial Group compensated The Pantagraph in the amount of $600 to enable text voting option in 2024 and had various advertisements in previous years, compensation is not a requirement for nominations or award selection. Please contact the advisor for more information regarding how these rankings and ratings were formulated or visit The Pantagraph for a full list of rules. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the author on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. McBeath Financial Group includes Social Security benefits as a part of our comprehensive financial planning. However, we are not affiliated with the Social Security Administration and do not provide estimates of Social Security benefits. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. Tax and legal information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Social Security, tax, and estate planning rules and regulations are subject to change at any time. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. 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. There are no assurances that a 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. Insurance product guarantees are subject to the claims-paying ability of the issuing company. None of the photographs or videos are of current or former clients. The photographs should not be construed as an endorsement or testimonial from any of the persons in the photograph. Comments on behalf of the advisor’s book should not be viewed as a testimonial for the firm’s advisory services. There is no guarantee that another individual’s experience will be representative of the individual providing the favorable comments, and no guarantees of performance or success are offered. Third-party rankings and recognition from rating services and publications do not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Please contact the advisor for more information regarding how these rankings and ratings were formulated.