Our Qualifications

Nancy L. Beck CFP®, the founder of Beck Financial Strategies, Inc. (a Registered Investment Advisor) is a Fee-Based CERTIFIED FINANCIAL PLANNER™ certificant who specializes in working with people of all walks of life. She has been in the financial services business since 1984 and has helped over 2,000 clients meet their financial objectives. Beck works very hard at customizing an approach for her clients by providing quality advice, and consistent long-term service. From her planning expertise she has provided her clients with the means to save hundreds of thousands of dollars in federal estate tax and other estate settlement costs. Beck is a member of the FPA, (Financial Planning Association), of the , Indianapolis Association of Insurance and Financial Advisors (IAIFA), and The Human Resources Association of Central Indiana (HRACI). She has served as an adjunct faculty member for the College for Financial Planning, CO., and taught Investment Planning classes for up and coming CFP® candidates. She is frequently quoted in the Indianapolis Business Journal and The Indianapolis Star News and periodically writes article for various local newspapers. Beck is a professional speaker on a wide range of financial subjects. She conducts a series of financial planning workshops for corporations, churches and other organizations. These programs can be be a key component in a corporations employee benefit package. Nancy educates people on the financial planning process and provides hands on services to help people make better financial decisions. In addition, Beck continues to locate and provide competitive products to meet the growth and safety desires of her investors. As a result, Nancy consistently ranks at the top of her profession in providing the financial products and services proven to be beneficial to her clients. Beck, the Investment Advisory Principal, holds a FINRA Series 6, 7 & 63 securities license and offers securities through OneAmerica Securities, Inc.,Member FINRA,and SIPC, 12800 North Meridian Street, Suite 490, Carmel, IN. 46232-9422 (317) 569-7600 which is not affiliated with Beck Financial Strategies, Inc. As an increasingly important part of estate planning, she is committed to protecting her clients' 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 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. Nancy’s clientele includes individuals, farmers, small business owners, corporations, as well as churches and other organizations. Although Nancy meets most of her clients at her office, she will travel to other locations providing services throughout the state of Indiana. She enjoys and succeeds in establishing personal and long-term relationships with her clients. If you are interested in an interview with Nancy, feel free to call. Her first “get acquainted” meeting is always complementary.