Our Qualifications

Nancy L. Beck CFP®, the founder and President of Beck Financial Strategies, Inc. (a Registered Investment Advisor) is a Fee-Based CERTIFIED FINANCIAL PLANNER™ certificate 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, Inc. (BeckFS) 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 FPA, (Financial Planning Association), of 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. BeckFS 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. BeckFS associates educate participants on the financial planning process and provide hands on services to help people make sound financial decisions. In addition, BeckFS continues to locate and provide competitive products to meet the growth and safety desires of its investors. Beck, the Investment Advisory Principal, holds a FINRA Series 6, 7 & 63 securities license and offers securities through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) and Beck Financial Strategies, Inc. (BeckFS) BeckFS and JWC/JWCA are unaffiliated entities.

As an increasingly important part of estate preservation, BeckFS Associates are committed to helping their clients protect their assets in the event that they would require Nursing home care. Beck is 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 FS's 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 relationship with our clients. If you are interested in an interview with us, feel free to call. Our first “get acquainted” meeting is always complementary.