Zack Brewer
Mcbeath Financial Group
203 Landmark Dr Unit A
Normal, IL 61761, US
Affiliations
Professional Profile
Zack Brewer, CFP®, RSSA® joined McBeath Financial Group in May 2023 after having built an admirable career in wealth management at a prominent and respected regional bank in Bloomington-Normal.
As a CERTIFIED FINANCIAL PLANNER™, Zack plays a crucial role in helping clients achieve their financial goals by providing personalized advice, developing comprehensive plans, and offering expertise in various areas of wealth management. This designation is not merely a title; it is a reflection of Zack’s commitment to maintaining the highest professional standards and his deep knowledge in various financial planning aspects.
Zack obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2019, completing his education requirements through the College for Financial Planning. Demonstrating his dedication to continuous learning and professional development, he also achieved the designation of Registered Social Security Analyst® in 2023.
Zack is looking forward to building his career at McBeath Financial Group.
Areas of Expertise
- CFP
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
