Our Services

The financial management process at Beck Financial Strategies, Inc. begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run while maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident with the financial suggestions we make.


The Financial Planning Process
Topics included in a Personal Financial Plan:
Step 1. Present Position and Future Priorities
Step 2. Cash Management
Step 3. Income Tax Strategy
Step 4. Investment Suitability
Step 5. Accumulation Objectives
Step 6. Retirement Planning
Step 7. Risk Management
Step 8. Estate Conservation                                                                                                                      Step 9. Comprehensive Financial Plan
Step 10. Implementation and Review

Topics included in a Business Financial Plan:
Step 1. Present Position and Future Priorities
Step 2. Business Valuation
Step 3. Operational Reserves
Step 4. Employee Benefits
Step 5. Risk Management
Step 6. Retirement Planning
Step 7. Business Continuation
Step 8. Estate Conservation
Step 9. Comprehensive Financial Plan
Step 10. Implementation and Review

Some of the Services we offer:
1.) Retirement Planning
2.) Tax Management
3.) Investment Planning
4.) Estate Conservation
5.) Risk Management
6.) Cash Management
7.) College Funding
8.) Debt Elimination
9.) Employee Benefits
10.) Navigating Your Federal Employee Benefits
11.) Charitable giving
12.) Financial Planning Workshops 





 Beck Financial Strategies, Inc. has agents who are licensed and authorized to conduct life insurance business in IN, FL, OH. Beck Financial Strategies, Inc. also has agents who are licensed and authorized to conduct securities related business in IN, FL, MI, OH, AZ & IA. This website is in no way to be construed as an offer for sale of insurance or securities products in unauthorized states or countires