Beck Financial Strategies

CONNECT

Address:

5825 North Post Road
Indianapolis, IN 46216

Phone:

317-547-1200

Fax/Other:

317-547-1201

Our Qualifications

Nancy L. Beck CFP®, the founder and President of Beck Financial Strategies is a fee-based Certified Financial Planner™ who focuses on working with people of all walks of life who are in need for comprehensive financial planning advice and assistance. Since starting in the business of Financial Planning in 1984, Nancy has added qualified advisors to her practice to better serve over 2,000 clients. All advisors at Beck Financial Strategies work very hard at customizing an approach for their clients by providing quality advice, and consistent long-term service. Associates of BeckFS are members of the Financial Planning Association (FPA), the Indianapolis Association of Insurance and Financial Advisors (IAIFA), and other various organizations in the Indianapolis, IN area.

From the beginning, Beck Financial Strategies has been committed to providing sound financial planning education. Our advisors have over 40 years of experience in providing financial education services for corporations, churches, and other organizations. These programs can be a key component in a corporation's employee benefit package. Beck Financial Strategies associates educate participants on the financial planning process and provide hands-on services to help people make sound financial decisions. In addition, Beck Financial Strategies continues to locate and provide competitive products to meet the growth and safety desires of its investors. Each advisor holds a FINRA Series 6, 7, & 63 securities license and offers securities through J.W. Cole Financial, Inc.

As an increasingly important part of estate preservation, Beck Financial Strategies associates are committed to helping their clients protect their assets in the event that they would require nursing home care. We are an accredited agent for the Indiana Long Term Care Partnership Program, designed to help protect assets for Indiana residents who may be forced to pay for this type of care due to illness. This program provides an extra layer of asset protection for Indiana residents if this unfortunate situation were to occur. 

Beck Financial Strategies' clientele includes individuals, farmers, small business owners, corporations, as well as churches and other organizations. Although most often clients come to the office, we will travel to other locations providing services throughout the state of Indiana. We enjoy establishing personal and long-term relationships with our clients.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck