Nancy Beck, CFP®

Founder

Nancy Beck, a  CFP® professional began her career in the financial services industry in 1992. She is the founder of Beck Financial Strategies, an Independent Fee-based Financial Planning firm located on the historic Ft. Benjamin Harrison Campus in Indianapolis, IN. Nancy holds FINRA Series 6, 7, & 63 securities licenses and Life & Health insurance license in various states. 

Beck is a published author, (THE ART OF THE PLAN), and a dynamic speaker and has been dedicated to enhancing financial education by providing a series of financial planning workshops for corporations, associations and various 501c3 organizations.  She is also a Federal Retirement Planning Professional and provides benefit education and training for Federal and Civil Service Employees. 

The organizations who sponsor these workshops, find the programs to be one of the most popular in their employee and membership benefit packages.  Nancy inspires and educates people on the benefits of financial planning and provides customized full-service financial planning assistance to help people achieve their financial freedom.

Beck is a member of the FPA, (Financial Planning Association), NAWBO, (National Association of Women Business Owners, SHRM (Society of Human Resource Management), as well as the Lawrence Chamber of Commerce.  She has served as an adjunct faculty member for the College for Financial Planning, CO.  She has been quoted in the Indianapolis Business Journal and The Indianapolis Star News and periodically writes articles for various local newspapers.

in her free time, Beck is an artist and amateur musician, and enjoys biking and travel.  She provides financial services for clients in many states throughout the country. She and her husband reside in Indianapolis, Indiana and in Key West, Florida.

 “Life is short, and sometimes taken a bit too seriously”, She often says.  “We work to develop financial solutions for our clients that will enable them to use their money for the things that are important to them. "Play More" might sound a little trite, but if we don't remind ourselves to enjoy life while we can, we often never will”.

 

Phone 317-547-1200
Fax 317-547-1201