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Path to Becoming a Client

Choosing a financial advisor is an important decision—and we believe it should begin with small, intentional steps that help us mutually decide if we’re the right fit for a long-term relationship. This video introduces the beginning of our process at McBeath Financial Group. It starts with a brief phone call to understand your situation and answer your initial questions. From there, we outline what it looks like to move forward—only if it feels right for both of us. Whether you're exploring retirement planning, investment management, or a more comprehensive financial strategy, this video explains how we help you evaluate whether our approach aligns with your goals. This video is more than an introduction—it’s a reflection of how we operate. We believe that trust is built through clarity and transparency from the start, so you always know what to expect when working with us. Learn more: https://mcbeathfinancialgroup.com/pat... Phone 309-808-2224