About My Practice
Nancy L. Beck, CFP®, the founder of Beck Financial Strategies, Inc. is a Fee-Based CERTIFIED FINANCIAL PLANNER™. She has provided customized financial planning services for her clients since 1984 and is based in Indianapolis. A current member of the Financial Planning Association, Nancy is a well-known and respected speaker on a wide range of financial subjects. She conducts a popular series of financial and charitable giving workshops throughout the year for corporations, churches and other various organizations. Nancy educates people on the financial planning process and provides hands on services to help people make better financial decisions. In addition, Nancy provides competitive products to help meet the financial goals and objectives of her investors.
Nancy is the owner of Beck Financial Strategies, Inc. which is a registered investment adviser. She holds an Indiana Life and Health insurance license, and is a state accredited agent for the Indiana Long Term Care Program. Comprehensive Planning Services Cash Management Tax Strategies Investment Planning Retirement Planning Estate Planning Risk Management Charitable Gifting Business Planning Educational Workshops.
Experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: IN, OH, IL, CO, FL, Health/disability insurance: IN, OH, IL, CO, FL, Fixed annuities: IN, OH, IL, CO, FL, Variable annuities: IN, OH, IL, CO, FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
